Financial Planners Paducah KY

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William Cox
William W. Cox CPA/PFS CFP
(270) 444-0410
PO Box 8064
Paducah, KY
Expertises
Estate & Generational Planning Issues, Middle Income Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, CPA/PFS, MBA

Mrs. Gayle M. Olberding, CFP®
(270) 443-9232
333 Broadway St, Suite 1001
Paducah, KY
Firm
Kemper Capital Management, LLC
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Mr. Robert W. Wrinkle, CFP®
(270) 575-1984
5050 Village Square Dr
Paducah, KY
Firm
Northwestern Mutual
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Brent L. Denker, CFP®
(270) 442-7875
2929 Broadway
Paducah, KY
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Disaster Recovery, Education Planning, Employee and Employer Plan Benefits

Data Provided By:
Mr. William W. Cox Jr., CFP®
(270) 444-0410
131 Nahm St
Paducah, KY
Areas of Specialization
Accounting, Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Mr. Brad A. Knight, CFP®
(270) 442-6373
P O Box 9500
Paducah , KY
Firm
Hilliard Lyons
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Disaster Recovery, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. Brandon W. Morgan, CFP®
(270) 444-7291
621 Broadway St
Paducah, KY
Firm
Bradshaw & Weil, Inc.
Areas of Specialization
Budget Development, Business Succession Planning, Insurance Planning, Long-Term Care, Retirement Income Management, Retirement Planning, Risk Management
Key Considerations
Profession: Business Executives

Data Provided By:
Mr. Ron R. Beaton, CFP®
(270) 443-8711
630 Whitney Dr
Paducah, KY
Firm
Ron Beaton's Money Matters
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Mark Edward Joyner, CFP®
(270) 575-5295
333 Broadway St
Paducah, KY
Firm
US Bancorp Investments
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Mortgages, Retirement Income Management, Retirement Planning, Risk Management, Securities, Wealth Management

Data Provided By:
Ms. Paula P. Bright, CFP®
(270) 441-8407
5120 Village Square Drive
Paducah, KY
Firm
UBS Financial Services Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Data Provided By:

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina