TOP 30 Legacy planning services in Kentucky

87 results found

Legacy Financial Investment Services - Raymond James is a reputable finance institution located at 3822 North Mayo Trail in Pikeville, Kentucky, United States. With a strong focus on providing top-notch financial investment services, they offer a wide range of options to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, their team of experienced professionals is dedicated to helping you make sound financial decisions. Trust Legacy Financial Investment Services - Raymond James to provide personalized solutions tailored to your specific needs and goals.

Legacy Financial is a finance institution located at 117 East 4th Street in Covington, Kentucky, United States. At Legacy Financial, we believe that your wealth is more than just money - it's about aligning your treasure with your heart. Our team of financial professionals will work closely with you to understand your vision, values, and goals, helping you align your actions with your intentions in your finances. Our multi-disciplinary team brings together expertise in investment, insurance, tax, and estate planning to develop a holistic financial plan tailored to your unique needs. We begin by focusing on understanding you and what matters most to you, ensuring that your finances reflect your priorities.

Paden Belanger - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 130 Dudley Pike in Edgewood, Kentucky, offers personalized financial advice and education to help families and businesses achieve their financial goals. With a focus on multi-generational financial planning, the team at Odyssey Financial Advisors guides clients in creating a legacy of brilliance and purpose. From retirement planning to personal investments, every voice is heard and every goal is addressed. With a commitment to financial literacy, they empower each family member to make informed decisions for their future. Tax season may be over, but the team is still here to assist with shredding old documents and accepting canned food donations. Contact Paden Belanger for a complimentary initial consultation to discuss what's most important to you and start building a solid financial foundation for the future.

Powerful Legacy is a reputable finance institution located at 4010 Dupont Circle in Louisville, Kentucky, United States. With a strong focus on building a secure financial future for its clients, Powerful Legacy offers a range of services including investment planning, wealth management, and retirement planning. Their team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals and leave a lasting legacy for future generations. Trustworthy and reliable, Powerful Legacy is committed to providing personalized solutions and exceptional service to all their clients.

Legacy Estate and Planning Solutions is a reputable law firm located in Crestview Hills, Kentucky, United States. Our team of experienced lawyers specializes in providing comprehensive estate planning services to help individuals protect and manage their assets for future generations. Whether you need assistance with drafting a will, setting up a trust, or navigating the complexities of probate, our knowledgeable attorneys are here to guide you every step of the way. Trust Legacy Estate and Planning Solutions to provide you with personalized and professional legal advice to secure your legacy for years to come.

Legacy Metals LLC is a store located at 3735 Prosperity Lane in Hopkinsville, Kentucky, United States. Our team, including Dalton and Blake, is dedicated to providing professional and helpful service to our customers. We specialize in metal buildings and have received rave reviews for our work. From design to completion, we work tirelessly to ensure customer satisfaction. Our Amish crew is known for their fantastic work and attention to detail. We offer the best prices in the tristate area and our materials are superior to our competitors. Whether you are planning a new build or need a quick delivery, Legacy Metals LLC is the place to go. Contact us today to book an appointment with our design and planning department.

Legacy Wealth Management is a premier financial institution located at 2525 Harrodsburg Road in Lexington, Kentucky. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial futures. We offer a wide range of services including investment management, retirement planning, estate planning, and tax strategies. At Legacy Wealth Management, we are committed to providing personalized and tailored solutions to meet the unique needs of each of our clients. Contact us today to learn more about how we can help you build and preserve your wealth.

Legacy Financial Group LLC is a leading finance institution located at 10605 Meeting Street in Prospect, Kentucky, United States. With a team of experienced professionals, Legacy Financial Group LLC offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Legacy Financial Group LLC is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, Legacy Financial Group LLC is committed to helping you secure a prosperous financial future.

McFarland Wealth Management Group - UBS Financial Services Inc. is a reputable finance institution located at 307 South Ashland Avenue in Lexington, Kentucky, United States. With a team of experienced financial advisors, they offer a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, McFarland Wealth Management Group can provide personalized solutions to meet your needs. Trustworthy and dedicated, they strive to provide top-notch financial services to clients in the Lexington area and beyond.

The Kentucky Estate Planning Law Center, located at 108 East Poplar Street in Elizabethtown, Kentucky, is a respected institution specializing in estate planning services. Our team of experienced lawyers is dedicated to helping clients protect their assets and ensure their wishes are carried out through comprehensive estate plans. Whether you need assistance with wills, trusts, probate, or other legal matters, our knowledgeable attorneys are here to provide personalized guidance and support. Trust the Kentucky Estate Planning Law Center to help you secure your legacy for future generations.

Oath - Lexington Estate Planning & Investment Attorneys is a reputable law firm located at 2333 Alexandria Drive in Lexington, Kentucky, United States. Specializing in estate planning and investment law, our experienced attorneys are dedicated to providing top-notch legal services to clients in need of guidance and support in managing their assets and investments. With a strong commitment to professionalism and client satisfaction, we strive to help individuals and families protect and grow their wealth for future generations. Contact us today to schedule a consultation and learn how we can assist you with your estate planning and investment needs.

Welcome to Moore & Parker Funeral Homes and Cremation Services, a compassionate and dedicated establishment serving the Brooksville, Kentucky community and surrounding areas. Located at 41 Hackett Ridge Road, our funeral home is committed to providing caring and professional services to honor and celebrate the lives of your loved ones. At Moore & Parker, we understand the emotional challenges that come with saying goodbye, and we are here to support you every step of the way. Our experienced and empathetic staff work closely with families to create personalized and meaningful tributes that reflect the unique lives and legacies of those who have passed.

Welcome to Moore & Parker Funeral Home and Cremation Services, a trusted and compassionate partner for families in their time of need. Located at 305 Elizabeth Street, Augusta, Kentucky, our funeral home is dedicated to providing personalized and dignified services to honor the memory of your loved ones. With a commitment to supporting our community, Moore & Parker Funeral Home offers a range of services including traditional funerals, cremations, memorial services, and pre-planning options. Our experienced and caring staff is here to guide you through every step of the process, ensuring that each service reflects the unique life and legacy of the departed.

Brian M. Weber - Wills, Trusts, and Probate, located at 4919 Dixie Highway in Louisville, Kentucky, is a law firm that specializes in estate planning services. The Dixie Law Group, PSC, offers assistance with wills, trusts, probate, and late-life planning needs. Their experienced team of local attorneys can help individuals navigate the complexities of creating a will, setting up a trust, and ensuring their legacy is protected. They emphasize the importance of having legal documents such as a Power of Attorney, Living Will, and Designation of a Health Care Surrogate in place to protect individuals during their lifetime. Additionally, the firm provides guidance on asset protection, eligibility for government programs, and Medicaid and VA benefits. Whether you need help drafting a will, setting up a trust, or planning for late-life scenarios, the team at Brian M. Weber is ready to assist you. Contact them today to schedule a consultation and start protecting your family's future.

Dixie Law Group, PSC - Wills, Trusts, and Probate, located at 1679 Old Preston Highway North in Louisville, Kentucky, offers estate planning services to the community. With a team of trained and experienced local estate planning professionals, they can assist with wills, trusts, late-life planning, and more. Without a will, Kentucky statutes will determine how your estate is distributed, so it is crucial to have a will drafted by a licensed attorney to protect your family. In addition to wills, the institution also emphasizes the importance of having a Power of Attorney and a Living Will to protect individuals during their lifetime. Trusts are another important aspect of estate planning, as they can help avoid lengthy and expensive probate proceedings. The institution also offers consultations for late-life planning, including asset protection and eligibility for government programs. With a focus on providing clarity and hope during uncertain transitions in life, Dixie Law Group aims to help clients protect their legacy and ensure their wishes are carried out.

ABRI | Financial Planner is a finance institution located at 333 East Short Street in Lexington, Kentucky, United States. Our team of personal CFOs is dedicated to helping you navigate the complexities of financial planning with expertise and care. We offer guidance on paying off debt, setting up investment accounts, building passive income, and retiring early. We can help you determine when to retire, change your investments for maximum income, protect your retirement income, and leave a lasting legacy. Our goal is to make your financial journey easier so you can enjoy the rewards of your hard work. Please note that our advice is not free, but it is worth every penny. ABRI LLC is a registered investment adviser in Kentucky and other states where it is appropriately registered. We are committed to providing personalized investment advice and transactions in compliance with all regulations. Let us help you achieve financial security and peace of mind.

Merrill Lynch Wealth Management is a renowned finance institution located at 300 Buttermilk Pike in Fort Mitchell, Kentucky, United States. With a strong reputation for providing expert financial advice and services, Merrill Lynch offers wealth management solutions tailored to individual needs and goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Merrill Lynch's team of experienced professionals are dedicated to helping you achieve your financial objectives. Trust Merrill Lynch Wealth Management to guide you towards financial success and security.

HORAN Wealth is a leading financial institution located at 207 Grandview Drive in Fort Mitchell, Kentucky, United States. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized wealth management services. Whether you are planning for retirement, saving for your children's education, or investing for the future, HORAN Wealth can provide expert guidance and support every step of the way. Trust us to help you secure your financial future and build a legacy for generations to come.

KT Williams Law, located at 226 B North Elm Street in Henderson, Kentucky, is a trusted institution specializing in legal services for estate planning, asset protection, business law, and more. With a focus on wills, trusts, retirement accounts, and other important financial matters, our team is dedicated to helping clients make informed decisions for their future. Whether you are looking to plan for nursing home care, qualify for government benefits, or navigate the complexities of business ownership, our experienced attorneys are here to guide you every step of the way. Don't wait until it's too late to protect your assets and secure your legacy. Contact KT Williams Law today at 270-212-3669 to schedule a consultation. Please note that the information provided on this website is for advertisement purposes only and should not be construed as legal advice. An attorney-client relationship is not established until a formal agreement is in place.

Located at 401 West Main Street in Louisville, Kentucky, Obi Law Group, PLLC is a full-service estate planning law firm dedicated to helping clients build stronger families and communities. Specializing in estate planning, business planning, and family law, their team of attorneys provides tailored and comprehensive solutions to protect clients' families, businesses, and legacies. The core principle of "Heartfelt Counsel®️" guides their approach, focusing on educating and empowering clients to make informed decisions about their estate planning needs. Whether clients are looking to establish a business, protect their assets, or navigate family law matters, Obi Law Group is committed to providing thoughtful and collaborative solutions.

EM Ford is a reputable insurance agency located at 2111 U.S. 41 in Henderson, Kentucky, United States. With a legacy spanning over nine decades, EM Ford has evolved into a full-service independent insurance agency and financial planning group. Committed to ensuring the protection of clients through transparency, perspective, and insight, EM Ford offers a wide range of coverage solutions in personal, business, and employee benefits coverages. With over 30 knowledgeable employees spread across their two Kentucky locations in Owensboro and Henderson, EM Ford is dedicated to guiding clients through risk management programs and financial planning strategies. As one of the largest family-owned independent insurance agencies in Kentucky, EM Ford prides itself on providing quality products and personalized attention to each client.

HUB International, located at 1120 Main Street in Benton, Kentucky, is an insurance agency that offers a wide range of services including property and casualty insurance, surety and bonding, family insurance, and employee benefits plans. Originally founded in 1924 as Peel & Holland, the agency joined HUB International in 2022 and now operates as HUB | Peel & Holland. With expertise in industries such as public entities, marinas, agriculture, education, construction, and healthcare, the agency's team of industry experts provide innovative risk management and insurance solutions for clients. The agency prides itself on developing lasting partnerships with clients by offering personalized and proactive attention to address each client's unique risks. HUB | Peel & Holland continues the legacy of being a trusted advisor to corporate clients and families, with a commitment to giving back to the community through the HUB Gives program. The agency's local leadership team believes in fostering strong relationships with their team, clients, industry, and community partners to ensure ongoing success as part of HUB International.

Eric Wheeler - Raymond James is a reputable finance institution located at 306 Middletown Park Place in Louisville, Kentucky, United States. With a focus on providing top-quality financial services, Eric Wheeler - Raymond James is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized advice and expertise in areas such as investment management, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for the future, Eric Wheeler - Raymond James is committed to providing you with the guidance and support you need to succeed financially.

Family Wealth Strategies, located at 5940 Timber Ridge Drive in Prospect, Kentucky, offers comprehensive financial services tailored to meet the unique needs of retirees and those nearing retirement. Specializing in Legacy & Investments, Taxes & Risk, Income & Estate planning, Family Wealth Strategies is dedicated to helping clients navigate the complexities of financial management. Their team of experienced professionals will work with you to develop a customized retirement plan that includes investment planning, tax-efficient strategies, estate planning, health care planning, and income planning. By analyzing your financial situation and risk tolerance, they can help you make informed decisions about your investments and assets.

Mariner Wealth Advisors is a leading financial institution located at 4801 Olympia Park Plaza in Louisville, Kentucky, United States. Specializing in wealth management and financial planning services, Mariner Wealth Advisors provides personalized solutions to help individuals and families achieve their financial goals. With a team of experienced advisors and a commitment to client success, Mariner Wealth Advisors offers comprehensive financial services tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or navigating complex financial decisions, Mariner Wealth Advisors is dedicated to helping you build and preserve your wealth.

Mercurio Wealth Advisors is a finance institution located at 9100 Shelbyville Road in Louisville, Kentucky, United States. We provide the toolkit you need for retirement planning, offering access to strategies that are often overlooked. Our Retirement 360 Gameplan™ focuses on creating a culture of learning and understanding throughout your experience, with a personalized plan tailored to your individual needs. Our comprehensive strategy includes retirement income planning, investment planning, legacy planning, healthcare planning, and tax planning. We are committed to empowering retirees to make informed decisions for their future. Please consult with a qualified financial adviser and/or tax professional before implementing any strategy. Insurance products and services are offered through Mercurio Insurance Services. Note that investing involves risk and no strategy can guarantee a profit or protect against loss. Annuity guarantees are backed by the issuing insurance company. The information provided is for informational purposes only and should not be used as the sole basis for financial decisions.

American Fortune Mergers & Acquisitions is a finance institution located at 620 South 3rd Street in Louisville, Kentucky, United States. They specialize in business sales, acquisitions, exit planning, and business valuation. With a focus on maximizing the value of each business, they treat each one as a legacy worthy of celebration. Their team of experts, including Valuation Experts, work to skillfully assess and enhance the unique entrepreneurial achievements of each business. American Fortune is known as one of America's most trusted M&A advisory firms, providing services to businesses with sales of up to $50 million since 1998. They offer a range of services to help business owners navigate the complex process of selling their company, including pre-sale preparation, exit strategies, tax minimization planning, and more.

Wealth Management at Bank of the Bluegrass is a premier financial institution located at 215 Southland Drive in Lexington, Kentucky, United States. Our experienced team of financial advisors offers personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or growing your investments, we are here to provide expert guidance and support. Trust us to help you navigate the complex world of finance and secure your financial future. Visit us today and let us help you build and protect your wealth.

Knight Wealth Advisors, located at 84 Plantation Drive in Paducah, Kentucky, is a finance institution dedicated to coordinating your financial care to make your life easier. Our team offers personal financial planning and portfolio management to a diverse group of clients, including business owners, medical professionals, executives, retirees, and more. We listen closely to your hopes, goals, and dreams, and then develop strategies and action plans to help you achieve your legacy. Take the next step toward financial planning with KWA. Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Knight Wealth Advisors is independent of Raymond James Financial Services. Please note that links provided are for information purposes only, and Raymond James does not endorse or sponsor any listed websites. Visit us at our Paducah location to start planning for your financial future.

Edward Jones - Financial Advisor: Ashley T Cassity is a reputable financial institution located at 60 Stonecrest Court in Shelbyville, Kentucky, United States. Specializing in providing personalized financial solutions, Ashley T Cassity offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and tailored investment strategies, this institution is dedicated to helping individuals and families secure their financial future. Contact Ashley T Cassity today to start planning for a brighter tomorrow.