Best Financial Advisors in Bowling Green, KY

Basically everything!! More specifically---age, timeline for investing, investment experience, net worth, income, other owned investments, sensitivity to market volatility, investment objectives, specific client needs, and many other things according to specific situations.

Your former employer has control over what investment company is utilized and what investments are available which are usually very limited. By rolling your investments into an IRA, YOU have control and can choose from a great number of investments and investment companies. We may recommend a well established company with funds that have a track record of 10 years or longer in which you can properly diversify your portfolio and has low annual management fees.

Yes. We have aligned ourselves with companies that specialize in plans that have lower costs, more choices and less paperwork associated to ease the burden on the employer sponsoring the 401(k) plan. We also offer personal customer service that is unmatched in the industry. We are regularly in contact with the employer administrator to assist with any day-day questions. During the employee enrollment, if the employee chooses to become a personal client we will meet individually with them to assist them, complete the necessary new client forms, and assist them in choosing the right investments that meets their particular needs while obtaining diversification. Afterwards, we make ourselves available to the participants by phone 24/7 and personally once a quarter at their worksite.