Complete the form below to find Financial Planning Services in your area.
Start your Search for: Financial Planning Services
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Financial Planning Service Buyers Guide
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Who Are You Trusting With Your Money?
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When it comes to the money you've worked so hard for, it is important that you find a professional that can help you manage it. What is your plan? Is it realistic? Has it been implemented...
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Top locations searched by users to find Financial Planners
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Sample Financial Planning Service Matches
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 Additional details on David's request for Financial Planning Service in Lexington, KY
| | - | What advisory services are you looking for? | | | Retirement Planning | | Education Planning |
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David, looking for Financial Planners in Lexington, KY.  |
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Details: I am ** years old, with a wife (homemaker) and two small children ages * and **. I am a very conservative person who has a little over a million dollars in assets and no debts. I make ~***K a year in salary and put away **% of it with my ***K (which includes employer match), and estimate another *,*** a month from it after taxes. Vast majority is in CDs earning * to *%. We just moved to Lexington and want to look for a home (we sold our old one). I want someone I can talk to to help me in the following items. Note: I prfer to just sit down and talk to someone about the big picture. I prefer not to get a report showing what invesments I need.
*) I want to have the ability (does not mean I will stop work completely) to retire within ** years. Will this be possible?
*) I am looking to buy a home in Lexington. What is a reasonable amount I should expect to afford (I prefer to pay cash for the home).
*) I'm estimating that if I save **K to ***K for college for each child within * years that should be enough for a * year public *** when needed. Am I correct?
Thanks
Dave ****
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Matched To:
- Wilson Financial Services, Inc.; Williamstown, KY, 41097
Business Description: We at Wilson Financial Services Inc. are dedicated to:
-Identifying your goals
-De....
- Family Financial Partners; Lexington, KY, 40503
Business Description: Years ago, in small towns across the country; when a person needed any type of help, from a doctor t....
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Additional details on Indio's request for Financial Planning Service in New York, NY
| | - | What advisory services are you looking for? | | | Education Planning | | 401K Rollover |
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| | - | What is the size of your current portfolio? | | |
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Indio, looking for Financial Planners in New York, NY. |
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Details: Want to rollover my ***K to an IRA and need to find out if my accredited *** for court reporting, which qualifies me for an extension of my unemployment benefits by the DOL, is also acceptable to withdraw money from my IRA for educational purposes, penalty-***.
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Matched To:
- Sovereign Financial Group, Inc.; New York, NY, 10174
Business Description: Offices in New York City [The Chrysler Building] and Stamford, CT [Landmark Square].
As an in....
- Ameriprise Financial Services, Inc.; New York, NY, 10001
Business Description: As an Ameriprise financial advisor, I believe success should be measured not just by your financial ....
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Additional details on Scot's request for Financial Planning Service in Louisville, KY
| | - | What advisory services are you looking for? | | | Portfolio Management | | Retirement Planning |
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| | - | What is the size of your current portfolio? | | |
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Scot, looking for Financial Planners in Louisville, KY. |
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Details: I work out of town and need to meet with a financial planner during Saturday or Sunday. Looking for a planner who will help with short term planning for real estate investment plus retirement planning. You can call me during the evening hours.
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Matched To:
- Allstate Financial Services, LLC; Louisville, KY, 40222
Business Description: As a Personal Financial Representative in Louisville, I know many local families. My knowledge and u....
- Bowers Capital Management; Georgetown, IN, 47122
Business Description: In managing accounts for individuals in 11 states, I work hard to establish & maintain a high degree....
- Ameriprise Financial Services, Inc.; Louisville, KY, 40205
Business Description: Putting your financial needs first is my job. Many of my clients are serious about managing their m....
- Raymond James & Associates, Inc.; Louisville, KY, 40202
Business Description: My mission is to help clients create and preserve wealth so their golden years are truly golden and ....
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