Northwestern Mutual
Lexington
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Showing 16 advisor(s) and rep(s)
CFP®, CLU®, ChFC®, CASL®, RICP®
As a holistic financial planner, my main priority is providing my clients clarity. I work with families, business owners, and retirees to make sure they know exactly where they stand financially. This allows them to spend and enjoy the money they work so hard to earn. I provide clarity in areas of wealth accumulation, risk management, family/charitable giving, and estate planning to name a few!Visit my websiteExpertise: Financial Planning, Wealth Management, Retirement Planning, Retirement Income Planning, Business Continuation Planning, Investment Strategies, Disability Income Planning, Life Insurance Planning, Education Funding, Employee and Executive Benefits Planning, Long Term Care Planning, Estate Planning, Trust Services
Languages: English
Location: Lexington KY, 40507
FINRA BrokerCheck
CFP®, MBA
Financial clarity is transformative. Developing a relationship built on trust and collaboration with my clients is essential to making that possible. My goal is to understand what matters most to my clients: personally, professionally, financially. After I understand who you are and what you want, we work together to organize and prioritize your goals while also protecting what you value most.Visit my websiteExpertise: Disability Income Planning, Life Insurance Planning, Financial Planning, Estate Planning, Retirement Planning, Special Needs Planning, Education Funding, Long Term Care Planning
Languages: English
Location: Lexington KY, 40507
FINRA BrokerCheck
CFP®, RICP®, ChFC®, CASL®, CLU®
With over 35 years of experience in financial planning, Randy brings extensive knowledge on retirement and business planning to his clients throughout Lexington and the surrounding areas.Visit my websiteExpertise: Trust Services, Wealth Management
Languages: English
Location: Lexington KY, 40507
FINRA BrokerCheck
CLU®, ChFC®, LUTCF®, CLTC®
Visit my websiteExpertise: Wealth Management, Retirement Income Planning, Investment Strategies, Financial Planning, Estate Planning, Employee and Executive Benefits Planning
Languages: English
Location: Lexington KY, 40507
FINRA BrokerCheck
CFP®, MSFS, RICP®, WMCP®, ChFC®
Whether it's helping professionals organize their financial picture, prepare for their families future financial goals or develop a plan for retirement, Brandon and his team are here to listen to and partner with families, professionals and business owners to help see that their unique goals are addressed.Visit my websiteExpertise: Long Term Care Planning, Life Insurance Planning, Investment Strategies, Retirement Income Planning, Financial Planning, Estate Planning, Disability Income Planning, Wealth Management, Business Continuation Planning, Business Succession Planning
Languages: English
Location: Lexington KY, 40507
FINRA BrokerCheck
Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning
Languages: English
Location: Lexington KY, 40507
FINRA BrokerCheck
CFP®, ChFC®, CASL®, RICP®, WMCP®
Visit my websiteExpertise: Investment Strategies
Languages: English
Location: Lexington KY, 40507
FINRA BrokerCheck
Expertise: Wealth Management, Retirement Planning, Investment Strategies, Estate Planning, Education Funding, Life Insurance Planning
Languages: English
Location: Lexington KY, 40507
FINRA BrokerCheck