Finding the right financial planner is difficult. Louisville, KY does have financial advisors. There are three key factors to consider when looking for a financial consultant: money, experience and time. Managing finances isn't an easy job, so it makes sense to hire someone who specializes in this field. Many of the top advisors have spent years studying and passing exams to be certified. Some advisors may hold certifications, such as the CFP (or ChFC), which validates their expertise.
Coats Financial Planning
Stuart Coats founded Coats Financial Planning, Inc., which is located in Louisville, Kentucky. Stuart is a CFP(r), certified financial planner, and NAPFA registered financial advisor. He has more 30 years of experience in project and finance management. He has two degrees in mechanical Engineering from the University of Michigan–Dearborn. You might be wondering if Coats is the right fit for you. Read on to find out more about his qualifications and background.
Stegner Investment Associates
If you're in the market for a fee-only investment consultant in Louisville, Kentucky, consider the services of Stegner Investment Associates, Inc. Independent fee-only investment consultants help clients reach their investment goals. Individuals, retirement plans and endowments as well corporate clients are some of the clients. The employee-owned firm has been serving clients since 1994. Their fees are determined by the total value and assets under management.
The firm is a specialist in working with people of high net-worth. Stegner Investment Associates employs six financial advisors and helps individuals as well as organizations to achieve their financial goals. Their current assets include more than $1.7 billion for 702 accounts. These investment advisors provide concierge-style advice and have a proprietary selection process for selecting investment manager.
ACCESS Wealth Management
ACCESS Wealth Management, Inc., a Louisville-based investment advisory firm, can be reached at: The firm currently has approximately $227.0million in assets under management and 728 clients accounts. Although the firm is considered mid-tier among financial advisory firms, they do have no broker-dealer licenses. Most of their client assets can be managed in an discretionary manner. You might consider ACCESS Wealth Management if you are looking for a financial advisor in Louisville, Kentucky.
Financial advisors for this firm are highly qualified with many years of management experience. They work with high net worth clients including NASCAR champions, multiplatinum recording artists and top executives from major companies. Their client is the CEO and founder of the largest international energy brokerage firm. Their team includes 38 certified financial planning professionals, 23 certified public accountants and four chartered finance analysts. To qualify for their services, clients must own at least $100,000 worth of investable assets.
Edelman Financial Engines
The Edelman Financial Engines Advisor Center Louisville provides wealth management services to clients in Kentucky or Indiana. Prospect office. It offers appointments Tuesday and Wednesday evenings. Saturday appointments also available. The advisors have expertise in many areas of financial planning. Edelman is one of the top wealth management firms in the nation, and their Louisville office is well-equipped to serve clients from the surrounding areas.
Edelman Financial Engines is an independent, fee-only financial planning and investment advisory firm with 150 offices across the country. Its Louisville office serves clients with unbiased advice under a fiduciary duty. While the firm is known for helping corporate clients set up retirement plans, they also provide services for individuals. For more information, please visit their website. You can also contact Edelman Financial Engines for any questions.
FAQ
What age should I begin wealth management?
Wealth Management should be started when you are young enough that you can enjoy the fruits of it, but not too young that reality is lost.
The sooner you invest, the more money that you will make throughout your life.
If you are planning to have children, it is worth starting as early as possible.
Waiting until later in life can lead to you living off savings for the remainder of your life.
What is estate planning?
Estate Planning is the process of preparing for death by creating an estate plan which includes documents such as wills, trusts, powers of attorney, health care directives, etc. These documents serve to ensure that you retain control of your assets after you pass away.
Do I need to pay for Retirement Planning?
No. These services don't require you to pay anything. We offer free consultations that will show you what's possible. After that, you can decide to go ahead with our services.
Statistics
- According to Indeed, the average salary for a wealth manager in the United States in 2022 was $79,395.6 (investopedia.com)
- If you are working with a private firm owned by an advisor, any advisory fees (generally around 1%) would go to the advisor. (nerdwallet.com)
- These rates generally reside somewhere around 1% of AUM annually, though rates usually drop as you invest more with the firm. (yahoo.com)
- According to a 2017 study, the average rate of return for real estate over a roughly 150-year period was around eight percent. (fortunebuilders.com)
External Links
How To
How to Beat Inflation with Investments
Inflation will have an impact on your financial security. Inflation has been steadily rising over the last few decades. Different countries have different rates of inflation. India, for example, is experiencing a higher rate of inflation than China. This means that although you may have saved some money, it might not be enough for your future needs. If you do not invest regularly, then you risk losing out on opportunities to earn more income. So, how can you combat inflation?
Stocks are one way to beat inflation. Stocks offer you a good return on investment (ROI). You can also use these funds to buy gold, silver, real estate, or any other asset that promises a better ROI. There are some things to consider before you decide to invest in stocks.
First, determine what stock market you wish to enter. Do you prefer small or large-cap businesses? Choose according. Next, understand the nature of the stock market you are entering. Do you want to invest in growth stocks or value stock? Decide accordingly. Finally, you need to understand the risks associated the type of stockmarket you choose. There are many stocks on the stock market today. Some stocks are risky, while others are more safe. You should choose wisely.
You should seek the advice of experts before you invest in stocks. They can help you determine if you are making the right investment decision. Also, if you plan to invest in the stock markets, make sure you diversify your portfolio. Diversifying can increase your chances for making a good profit. If you only invest one company, you could lose everything.
You can consult a financial advisor if you need further assistance. These professionals will assist you in the stock investing process. They will help ensure that you choose the right stock. They can help you determine when it is time to exit stock markets, depending upon your goals and objectives.