Find the best financial planners in Kentucky to help you create a portfolio of investments including stocks, life insurance, annuities and more. Hire planners to secure your future, or get help managing an old portfolio that needs updating. Whether you're looking to just start investing or need help with long-term investments you already have, a financial planner is the best place to start.

If your business needs to find sound financial planning advice, seek the help of a good business-oriented adviser. Create the right mix of retirement plans, group insurance or executive investments to meet the needs of your employee base. Let KY financial planning advisers help guide you through the financial investing process to help secure the future of your company and your employees.

1. Find financial planners in KY with credentials that include state licensing, investment success and happy clients.

2. Look for reputable financial planning. KY expert corporate planners offer many options to help you get started with plans for your employees and yourself.

3. Use specialty KY financial planners and advisers for specific investment situations when you know what you want before you walk in the door.

Action Steps
The best contacts and resources to help you get it done

Find a certified financial planner in Kentucky who offer many options

Look for Kentucky financial planners who provides a wide range of options when it comes to investing. If you are starting from scratch, you'll be better off finding a planner who can handle a variety of general financial planning services.

I recommend: Call on Advantage Investment Management and Retirement Plan Specialists in Louisville, KY, for all your financial planning needs, both personal and business, as they offer a wide range of services. Ask D. Scott Neal in Lexington, KY, to help you come up with a sound investment plan for the future.

Determine which certified financial planners in Kentucky will be there for you in the future

When you're investing in your future, you want to work with someone you know will be there for you whether it's in 5 years or 50 years. Find financial planners who are eager to keep you as clients by working with you and keeping you well informed of all changes in your portfolio.

I recommend: Get help with all your financial decisions from Coats Financial Planning, a certified financial planner in Louisville, KY, or invest in your future with the help of KFG Enterprises for full-service financial planning.

Work with financial planners in KY who specialize in the special investment packages you need

If you've already got a good handle on your investment portfolio and financial future, but you are interested in expanding within a certain area, find a planner who specializes in that area of investments.

I recommend: Use the Louisville firm of Brecek & Young Advisers (broker-dealer support for Thomas D. Fischer) to come up with the best insurance and investment options available for you. Get business investment planning help, including retirement planning, from Financial Services in LaGrange, KY.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  You should not be charged for an initial meeting with a certified financial planner. Kentucky planners won't charge you to decide if they are a right match for you. A planner who asks for an upfront payment is not a legitimate financial adviser.