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> Equal Opportunity Employment
Equal Opportunity laws prohibit employment discrimination due to race, religion, disability, immigration etc.
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> Dividend
Money earned on stock holdings; usually, it represents a share of profits paid in proportion to the share of ownership.
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> Laissez-faire
French phrase meaning "leave alone." In economics and politics, a doctrine that the economic system functions best when there is no interference by government.
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The Financial Planning Process
The financial planner should clearly explain or document the services to be provided to you and define both his and your responsibilities. The planner should explain fully how he will be paid and by whom. You and the planner should agree on how long the professional relationship should last and on how decisions will be made.Gathering client data, including goals.The financial planner should ask for information about your financial situation. You and the planner should mutually define your personal and financial goals, understand your time frame for results and discuss, if relevant, how you feel about risk. The financial planner should gather all the necessary documents before giving you the advice you need. The financial planner should analyze your information to assess your current situation and determine what you must do to meet your goals. Depending on what services you have asked for, this could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies. The financial planner should offer financial planning recommendations that address your goals, based on the information you provide. The planner should go over the recommendations with you to help you understand them so that you can make informed decisions. The planner should also listen to your concerns and revise the recommendations as appropriate.You and the planner should agree on how the recommendations will be carried out. The planner may carry out the recommendations or serve as your "coach," coordinating the whole process with you and other professionals such as attorneys or stockbrokers.You and the planner should agree on who will monitor your progress towards your goals. If the planner is in charge of the process, she should report to you periodically to review your situation and adjust the recommendations, if needed, as your life changes.
Contact our Kentucky Financial Planners
If you live in the following cities and need a Financial Planner you should contact our Kentucky Financial Planners as soon as possible:
Ashland
Bardstown
Berea
Bowling Green
Campbellsville
Corbin
Covington
Danville
Elizabethtown
Erlanger
Florence
Frankfort
Ft Mitchell
Georgetown
Glasgow
Henderson
Hopkinsville
Latonia
Lexington
Louisville
Madisonville
Mayfield
Morehead
Murray
Newport
Nicholasville
Owensboro
Paducah
Pikeville
Radcliff
Richmond
Shelbyville
Shepherdsville
Versailles
Winchester
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Latest News
Latest Financial Planners news in Kentucky and nationwide:
Oct 01, 2004 - Governor Appoints Split Estates Task Force
CHEYENNE, Wyo. - Gov. Dave Freudenthal today announced his five appointments to the newly created Split Estate Task Force.... Read more >
Oct 01, 2004 - Death Tax Laws Once A Death Occurs
Income Tax: Even after death, federal income taxes are still due by the April 15 deadline, just as they would be if t... Read more >
May 04, 2005 - Planning Your Estate
A primary purpose of estate planning is to distribute your assets according to your wishes after your death. Successful es... Read more >
Legal Disclaimers The information provided on Kentucky Financial Planners.com is not intended to be financial advice, but merely conveys
general information related to financial issues commonly encountered.
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