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Lexington, Kentucky - Financial Planning Consultants search results Premier Listings

Edward Jones - Financial Advisor: John E Riddle
Making Sense of Investing
Edward Jones--Financial Advisor: Scott Segebarth
Making Sense of Investing
Edward Jones - Financial Advisor: John S Saunier
Making Sense of Investing
Financial Advisor: Griffin L Johnson
Making Sense of Investing
Edward Jones
Making Sense of Investing
Edward Jones - Financial Advisor: Mark A Telfer
Making Sense of Investing
Financial Advisor: Sherry R LeMaster
Making Sense of Investing
Edward Jones - Financial Advisor: Dave DeBrot
Making Sense of Investing
Financial Advisor: Jonathan A Millay
Making Sense of Investing
Edward Jones - Financial Advisor: Ben Roscoe
Making Sense of Investing
 
Terms to Know for Financial Planning Consultants

Working with a financial planning consultant is an enormous asset when it comes to managing your personal finances. Consultants can help you plan for the future, and assess the risk of different investments. Below are some of the top terms to know when you are working with financial planning services.

  • Financial Planning Consultant - This professional offers advise on personal finances. These advisors work specifically with budgeting for retirement, choosing personal investments and risk management for other monetary issues. They can also assist with wealth management for business owners, depending on the firm.
  • Risk Management - This is theoretically minimizing, or managing, potential financial risks or loss. This is done through creating economic value through specific financial tools, and mainly in relation to market risks.
  • Estate - This sum is the overall, net worth of any individual. This includes all assets, from property to jewelry, after the subtraction of any debts.
  • Financial Planning Software - This software offers programs that help individuals work with and increase their personal wealth. It performs tasks similar to that of an advisor, if not as in-depth. This can include spending charts, savings programs, and more.
  • Retirement - This is the stage of an individual's life when he or she completely ceases to work. This person is no longer engaged in his or her job, though the person may still have an income.
  • Social Security - This is a government social program where wealth is drawn out of an individual's payroll in the form of taxes. It is mostly used to fund seniors, individuals in retirement, or those on disability, though it also funds unemployment checks.
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    Financial Planning Association
    Denver, CO 80246
    Don't make important financial decisions without help from the financial planning consultants in our association. Our members are the most prestigious associates in the industry.
    Edward Jones - Financial Advisor: Sean M Click
    Making Sense of Investing
    Edward Jones - Financial Advisor: Frederick J Doll
    Making Sense of Investing
     
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    Family Financial Partners
    401 Lewis Hargett Cir Ste 210, Lexington, KY 40503
    Our financial service focuses primarily on meeting the long-term needs of families. No matter what type of investment or real estate property needs you have, our company can help.
    (859) 219-1006
    First Financial Credit
    640 University Shopping Ctr, Richmond, KY 40475
    We offer loan services to individuals seeking new opportunities to rebuild their credit and financial history. We advise in different areas, including risk management, credit, estates planning, and more.
    (859) 624-2149
    Edward Jones- Financial Advisor: David Gannon
    226 N 2nd Street, Richmond, KY 40475
    Edward Jones- Financial Advisor: David Gannon in Richmond, KY can help you set up financial goals to eliminate debt, save for retirement and more! Please call today!
    (859) 626-7676
    Ditto Dale S Cfp-Investments
    307 S Ashland Ave, Lexington, KY 40502
    (859) 335-8152
    Wb Terry Investments
    110 Woodland Ave, Lexington, KY 40502
    (859) 255-8500
    Mantrom Tax Service
    1025 Dove Run Rd Ste 203, Lexington, KY 40502
    (859) 268-9906
    E S Bar & Co
    1999 Richmond Rd Ste 1b, Lexington, KY 40502
    (859) 266-1300
    Fincastle Financial LLC
    1611 Fincastle Rd, Lexington, KY 40502
    (859) 335-6615
    Wiser Strategies
    836 E Euclid Ave, Lexington, KY 40502
    (859) 269-0123
    Chuck Powers
    210 Old Mount Tabor Rd Ste C, Lexington, KY 40502
    (859) 269-6111
    Andrew Hart - Financial Advisor
    307 S Ashland Ave, Lexington, KY 40502
    (859) 335-8135
    Itrust Asset Management LLC
    3320 Tates Creek Rd Ste 200, Lexington, KY 40502
    (859) 425-1222
    Lexington Asset Management
    100 Chinoe Rd, Lexington, KY 40502
    (859) 266-5036
    Duncan W Scott Invstmnts
    488 Lakeshore Dr, Lexington, KY 40502
    (859) 266-6116
    Detraz Gary W Invstmnts
    202 Woodspoint Rd, Lexington, KY 40502
    (859) 269-1558


    When dealing with finances and the economy, it is important to get the help a financial advisor to help manage your assets and wealth. This consultant will help you come up with an investment plan that fits your budget and the level of risk you are comfortable taking. One of the first steps in saving towards retirement is to create a budget. Your financial advisor can assess your cash flow to determine what steps to take. For example, if you are in debt, they will help you pay what you owe and work to repair your credit. They will then advise you on the best ways to use your salary to increase the value of your estate. One way they might increase a client's wealth is by their your money in a growing business. This might be a big risk, but often comes with the greatest reward. For example, many invest their money before a technology or software boom and therefore many financial consultants, as well as investors, make money this way. While wealth management services aren’t free, consider it an investment in your future. The expense of planning for you or your company’s future could mean saving an immense amount of money. It is possible to make a plan on your own, but without a licensed professional to advise you, you could miss out on valuable resources. Enlisting the aid of a financial advisor can give you peace of mind for your future, and allow you to live your life to its fullest knowing that you will have money to retire with.
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