Importance of financial planning in Louisville, Kentucky

Principal Financial Group is an insurance agency located at 9403 Mill Brook Road in Louisville, Kentucky, United States. Discover how insurance can help protect what matters most to you. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. Protect your life and wages so your loved ones can keep moving forward no matter what happens. Dedicate part of each paycheck to big goals like retirement or education with accounts tailored for the long term. Feel confident about investing for your future. Meet your money goals with a local partner and learn about 8 simple steps to help your money adapt as life changes. Research our firm with FINRA's BrokerCheck. Please refer to the Form ADV for important information about our services, fees, and related conflicts of interest. All investments have inherent risks. Insurance products are issued by Principal National Life Insurance Co and Principal Life Insurance Co. Plan administrative services are offered by Principal Life. Securities are offered through Principal Securities, Inc., member SIPC. Principal Financial Group is dedicated to helping you achieve your financial goals.

Raque Financial Group, located at 1448 Gardiner Lane in Louisville, Kentucky, is a finance institution dedicated to providing the best advice that puts the interests of clients first. With a focus on integrity, trust, and excellent service, Raque Financial Group offers investment management and strategic wealth planning to clients at every stage of their financial journey. As a trusted advisor, the institution provides objective opinions to pursue long-term investment results, always with the highest levels of trust, integrity, and respect. The team at Raque Financial Group is committed to supporting, educating, and providing informed direction to each and every client, helping them make informed decisions about financial products that best meet their needs. By assessing individual needs and offering a comprehensive suite of products and services, Raque Financial Group helps clients create customized portfolios that address their unique situations, whether it's retirement planning, purchasing a home, financing education, or protecting their family. Through a transparent and effective planning process, clients can access funds when needed and prepare for important life events such as retirement, death, disability, and critical illness. Financial planning at Raque Financial Group goes beyond retirement preparation, focusing on achieving short- and long-term goals and protecting what matters most in life. Collaborating with a financial planner, clients can develop a strong, flexible financial plan that adapts to their changing personal and professional needs. For more information, you can contact Raque Financial Group at [email protected] or (502) 458-3232. Securities and Advisory services are offered through LPL Financial, a registered investment advisor and member of FINRA & SIPC. Please note that the LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of Kentucky.

Merrill Lynch Financial Advisor Steven L Holley is a finance institution located at 101 Bullitt Lane in Louisville, Kentucky, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. Our financial advisors focus on your family, goals, and priorities, adapting to changes over time. By starting with a conversation, we help you identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. Through the Investment Personality Assessment, we customize a financial approach to help you reach your goals. With access to Merrill's investment insights and Bank of America's banking solutions, we develop a plan to address your financial needs. Our mission is to understand your unique needs and help you design a personalized plan to manage, grow, and preserve your wealth. We believe in helping you turn your goals into reality through thoughtful questions, careful listening, and detailed understanding. Let us work together to help you achieve your financial aspirations.

Stone & Kicklighter Planning Partners - Ameriprise Financial Services, LLC is a finance institution located at 805 North Whittington Parkway in Louisville, Kentucky, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized financial advice to help you reach your long-term goals. Our experienced financial advisors take the time to understand your unique needs and provide tailored recommendations to keep you on track. Whether you're looking to navigate market fluctuations or plan for the future, we are here to help. Schedule a complimentary initial consultation to discuss what's most important to you. Please note that Ameriprise financial advisors are registered to do business in certain U.S. states, so make sure to check with the advisor's personal website or FINRA's BrokerCheck for details.

Unified Financial Planners - Ameriprise Financial Services, LLC is a finance institution located at 1349 Bardstown Road in Louisville, Kentucky, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch with us. Our financial advisors are registered to do business in certain U.S. states and can provide personalized advice tailored to your needs. We offer the Confident Retirement® approach to help you plan for a secure financial future. Our team of professionals can discuss what's most important to you and provide an overview of financial planning concepts during the initial consultation. Please note that Ameriprise Financial cannot guarantee future financial results.

Childress & Associates - Ameriprise Financial Services, LLC is a finance institution located at 1349 Bardstown Road in Louisville, Kentucky, United States. The institution has been recognized as the 2023 Recipients of the Client Experience Award, showcasing their dedication to providing excellent service to their clients. Their team of financial advisors is committed to helping clients reach their financial goals through personalized advice and expert guidance. At Childress & Associates, clients can expect a positive backdrop for stock prices and valuable insights on the current bull market rally. The institution is proud to have received the Ameriprise Client Experience Award, highlighting their commitment to client satisfaction. They offer initial consultations to provide an overview of financial planning concepts and help clients understand how personalized advice can benefit them.

Merrill Lynch Financial Advisor Chad W. McCauley, located at 101 Bullitt Lane in Louisville, Kentucky, is a finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting as they evolve over time. Through meaningful conversations, your advisor helps you identify and prioritize your most important goals, whether it's planning for retirement, buying a home, or funding education. By using the Investment Personality Assessment, Merrill can tailor a financial approach that aligns with your unique preferences and objectives. The goal is to help you manage, grow, and preserve your wealth while addressing your financial needs. With the expertise of Merrill and banking solutions from Bank of America, your advisor will work with you to create a plan to achieve your financial goals. By regularly reviewing your progress and adjusting your approach as needed, Merrill Lynch Financial Advisor Chad W. McCauley is committed to helping you stay on track towards achieving what matters most to you. With a focus on personalized investment strategies and comprehensive financial solutions, your dedicated Merrill advisor will guide you through the complexities of your financial life, helping you pursue your goals and live your best financial life.

Shaleen Newton, a Financial Advisor at Ameriprise Financial Services, LLC in Louisville, Kentucky, offers personalized financial advice to help clients prepare for their future goals. Whether it's saving for college, planning for retirement, or making smart investments, Shaleen takes the time to understand what is truly important to each individual. By providing guidance on navigating the expected and unexpected challenges in life, clients can feel more confident and in control of their financial well-being. Through Ameriprise Financial, clients can access a range of investment products and services to help them achieve their financial goals. Shaleen is a registered investment adviser and can conduct securities business with residents of states where she is properly registered. Potential clients can schedule a complimentary initial consultation to discuss their financial needs and goals.

CheckSmart is a finance institution located at 3426 Taylor Boulevard in Louisville, Kentucky. We understand that life doesn't always go as planned, which is why we are here to help you make the smartest financial choices. Our team at CheckSmart is dedicated to providing you with convenient and trustworthy services, including check cashing, money orders, and various loan options. Our CheckSmart Lending Pros will carefully assess your circumstances and match you with the loan or product that best fits your needs. When you need cash quickly and want a team you can rely on, visit CheckSmart. We offer a range of loan products to suit your financial situation. Please note that small-dollar loans used over a long period of time can be costly, so it's important to choose wisely.

Adam Sparks - State Farm Insurance Agent is a reputable insurance agency located at 3077 Breckenridge Lane in Louisville, Kentucky. Specializing in customizable insurance plans for home, auto, and more, Adam Sparks State Farm serves Greater Louisville and Southern Indiana, including various counties and cities in the region. Offering a range of insurance options such as auto, renters, term life, homeowners, business, worker's comp, boat, condo, life, and pet medical insurance, this agency is dedicated to meeting the diverse needs of its clients. With a team of experienced professionals, including University of Louisville alumni and second-generation State Farm agents, Adam Sparks State Farm provides top-notch service and expertise to ensure that customers receive the best insurance coverage possible. The agency's staff members, such as Liz, Ed, Kelly, and OT, are known for their exceptional customer service, knowledge, and dedication to helping clients find the right insurance solutions.

Barbi Haddow - State Farm Insurance Agent is a trusted insurance agency located at 12607 Taylorsville Road in Louisville, Kentucky. Situated in the Kroger Shopping Center at Taylorsville Road and Gene Snyder, our team is dedicated to providing personalized insurance plans for individuals, families, and businesses. With over 43 years of experience in the insurance and financial services industry, we offer a wide range of products including car insurance, home insurance, renters insurance, life insurance, and small business insurance. As a licensed independent insurance agent, we take the time to understand our customers' unique needs and provide tailored insurance solutions at competitive prices. We prioritize customer satisfaction and strive to ensure that our clients have the coverage they need when it matters most. Whether you're looking to protect your family, home, or business, our team is here to help you navigate the complexities of insurance.

Kelly Heavrin, Bankers Life Agent in Louisville, Kentucky, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents can help you navigate through the complexities of Medicare Advantage plans to find the best coverage for your needs. With Medicare Advantage, you can enjoy similar coverage to Original Medicare with the added benefit of prescription drug coverage and annual maximum out-of-pocket limits. Planning for long-term care is crucial as healthcare costs rise and life expectancy increases. Let us help you start planning for the future and have important discussions with your loved ones. Visit us at 101 Bullitt Lane in Louisville to learn more about how we can assist you with your insurance needs.

Stephen Barnes, Bankers Life Agent is an insurance agency located at 101 Bullitt Lane in Louisville, Kentucky. Our dedicated agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to ensure they have the right coverage. With the rising cost of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with loved ones about planning for the future. Contact us today to start planning your next steps towards financial security and peace of mind.

Brooke Dixon, Bankers Life Agent is an insurance agency located at 101 Bullitt Lane in Louisville, Kentucky, United States. Our team, led by Brooke Dixon, offers a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As an insurance sales representative and unit field trainer, Brooke Dixon specializes in helping clients navigate their Medicare options. Whether you're looking for a Medicare Advantage plan or long-term care coverage, our agents can provide personalized assistance to help you find the right policy for your needs.

Mark Cumella - State Farm Insurance Agent is a trusted insurance agency located at 225 South Hurstbourne Parkway in Louisville, Kentucky. Situated next to Macaroni Grill and behind Gumer & Co. Jewelry, our agency is dedicated to providing the community with quality insurance solutions. As we welcome the month of April, we remind you of the importance of protecting yourself and your loved ones with State Farm Life Insurance. Our team is here to assist you in any way we can, and we are grateful for your continued support. At Mark Cumella - State Farm Insurance Agent, we understand the risks associated with drunk driving and child identity theft. We offer valuable tips and resources to help you avoid these dangers and improve your overall security. Additionally, we provide guidance on budgeting for pet care expenses, ensuring that you can meet your financial goals while caring for your furry friends.

CheckSmart is a finance institution located at 5005 Preston Highway in Louisville, Kentucky, United States. We understand that life doesn't always go as planned, which is why we are here to help you make the smartest financial choices. Our team at CheckSmart is dedicated to providing you with convenient and trustworthy services, including check cashing, money orders, and various loan options tailored to your needs. When you visit CheckSmart, our Lending Pros will carefully assess your circumstances and crunch the numbers to find the perfect SmartMatch between you and a loan or product that suits you best. We offer a range of loan options, so you can find the right fit for your financial situation.

CheckSmart is a finance institution located at 5627 Outer Loop, Louisville, Kentucky, United States. We understand that life doesn't always go as planned, which is why we're here to help you make the smartest financial choices. Whether you need cash quickly, convenience, or a trustworthy team, you can count on us at CheckSmart. Our in-store services include check cashing, money orders, and various loan options tailored to your needs. Our CheckSmart Lending Pros are dedicated to finding the perfect match for you by carefully assessing your situation and recommending the best loan or product.

CheckSmart is a finance institution located at 8230 Preston Highway in Louisville, Kentucky, United States. We understand that life doesn't always go as planned, which is why we are here to help you make the smartest financial choices. Our in-store services include check cashing, money orders, and various loan options tailored to fit your needs. Our dedicated CheckSmart Lending Pros will carefully assess your situation and provide you with a SmartMatch solution that works best for you. Whether you need cash quickly, convenience, or a trustworthy team to rely on, CheckSmart has got you covered. Research our range of available loans to find the perfect fit for your financial needs. Please note that small-dollar loans used over a long period of time can become expensive, so it's important to choose wisely.

Accounting Concepts Inc. is a leading accounting and finance institution located at 9211 Preston Highway in Louisville, Kentucky, United States. Our team of experienced professionals is dedicated to providing top-notch accounting services to individuals and businesses alike. Whether you need help with bookkeeping, tax preparation, or financial planning, our experts are here to assist you every step of the way. Trust Accounting Concepts Inc. for all your accounting and finance needs.

CheckSmart is a finance institution located at 10023 Dixie Highway in Louisville, Kentucky, United States. We understand that life doesn't always go as planned, which is why we are here to help you make the smartest financial decisions. Whether you need cash quickly, convenience, or a trustworthy team, CheckSmart has you covered. Our in-store services include check cashing, money orders, and various loan options tailored to your needs. Our CheckSmart Lending Pros are dedicated to finding the best financial solution for you by carefully analyzing your circumstances and providing a SmartMatch between you and the loan or product that suits you best.

CheckSmart is a financial institution located at 4628 Dixie Highway in Louisville, Kentucky, United States. We understand that life doesn't always go as planned, which is why we are here to help you make the smartest financial choices. Our team at CheckSmart is dedicated to providing you with cash solutions that fit your needs. Whether you need check cashing, money orders, or loans, we have services that make sense for you. Our CheckSmart Lending Pros will carefully consider your circumstances and crunch the numbers to find the right loan or product that suits you best. We offer a variety of loan options to choose from, so you can find the perfect fit for your financial situation.

Allen McKee Dodd is a reputable institution located at 12004 La Grange Road in Louisville, Kentucky, United States. Specializing in family law and divorce cases, their team of experienced attorneys have been serving the area since 1869. Whether you are facing a complex divorce involving substantial assets or a challenging child custody matter, Allen McKee Dodd is dedicated to representing your interests and achieving your goals. Divorce can be a difficult and emotional process, especially when significant assets are involved. The skilled divorce attorneys at Allen McKee Dodd understand the importance of protecting your interests and guiding you through the legal complexities of divorce proceedings. They work closely with clients to address their concerns and reach amicable agreements with their spouses.

Mark Mansur - Thrivent is a finance institution located at 9420 Bunsen Parkway, Louisville, Kentucky, United States. Our mission is to bring clarity, contentment, and confidence to important financial goals. We are licensed in multiple states including AL, AZ, CA, CO, FL, GA, IL, IN, KS, KY, MD, MI, MO, NC, NE, NY, OH, PA, TN, TX, VA, WI, WV. As a business owner, it can be overwhelming to balance work and personal life. Let our team help you navigate this challenge and partner with you to achieve sustainable growth within your community. Our philosophy and process empower our clients to take the next step with confidence, leading to lives filled with meaning and gratitude.

O'Bryan Law Offices is a law firm located at 2908 Taylorsville Road in Louisville, Kentucky. Our experienced lawyers specialize in helping individuals regain financial independence through bankruptcy, as well as providing assistance with uncontested divorces, estate planning, and personal injury cases. We understand that legal issues can be overwhelming, which is why we are dedicated to putting our clients back in control of their lives. If you are in need of legal representation, please call 502-339-0222 to schedule a free consultation. We serve clients in Louisville, Frankfort, Bowling Green, Covington, and Lexington. Please note that contacting us through this form does not establish an attorney-client relationship. Your confidentiality and privacy are important to us.