Roanoke wealth management firms provide personal and professional services to their clients. Titan Wealth Management, for instance, offers full-service financial planning. Keith Cox who heads the firm is a registered professional financial advisor and has helped clients from all walks of the country with their tax planning, estate planning, investments, etc.
Beacon Wealth Consultants
Beacon Wealth Consultants is a fee-only firm that provides financial planning and portfolio management services. They meet with clients and discuss their financial situation as well as their investment goals. Once these goals are established, advisors will allocate client assets in a most efficient manner. To help clients achieve their goals they employ a variety of investment models and portfolios. To meet their goals and to manage risk, clients can choose from aggressive or conservative growth strategies.
The firm offers a complete range of financial planning, investment management services to individuals and companies in the Lynchburg region. The firm also provides business continuity plans, which include financial and operational assessments as well as communication with employees and customers. Rick Laymon, who founded the company in 1997, was awarded the Certified Kingdom Advisor Award in 2004.
Just Financial Planning L.C.
Fee-Only, L.C. Financial Planning Roanoke-based firm Fee-Only Financial planning, L.C. provides financial planning services for individuals and small businesses. Its financial experts provide guidance on investing and planning for retirement. They also help clients devise business benefit plans and implement charitable giving strategies. Andrew M. Hudick was a Certified Financial Planner who founded the firm.
Fee-Only Investment Planning, L.C. employs three professionals who work as investment advisers and researchers. They are registered as investment adviser representatives with the state securities authorities. Their fee structure is based upon a percentage asset under management. This fee structure, unlike other fees, excludes brokerage commissions from the fees that are charged to clients.
Taylor Financial Group Inc.
Taylor Financial Group Inc. is an independent broker-dealer that specializes in real estate investments and long-term commercial loans. SEC regulates the company. The SEC has registered the firm in most states. This registration does not mean you have to hire the company.
The Company has many controlling shareholders, including members of the Taylor Family as well as the Cole Family. While the Cole Family holds the majority of Company shares, the Taylor Family still owns a minor portion.
Guelich Capital Management
Guelich Capital Management, based in Roanoke VA, specializes in financial services. Clients at all stages of life are helped by the firm's recommendations for financial strategies that best suit their needs. These services include multi-generational wealth transfer, tax planning and retirement planning. To ensure clients are on track, advisors meet quarterly with them. Connie Guelich, a registered investment advisor, has been involved in the financial services sector since 1980.
This independent firm provides wealth-management services for both individuals, and companies. It offers clients financial planning advice and assists them in avoiding costly mistakes that can help them prosper in their careers, and their retirement years. This team works with corporate clients to develop succession and retirement plans.
CAPTRUST
CAPTRUST Wealth Management is a firm that offers comprehensive financial services. The company's address is Downtown Roanoke, VA 24411, at 10 S Jefferson St. Suite 1205. CAPTRUST is listed under the financial planning, investment, and tax consulting category. It has more than $5.5 Billion in client base. It has 13 financial consultants.
CAPTRUST specializes on investment advisory services for retirement planning and foundations. The firm's investment team includes highly-skilled professionals who are experts in asset management, retirement planning and asset management.
FAQ
What are you focusing on when coaching life?
The ability and willingness to assist others in developing their skills and strengths to accomplish their goals.
It is important to learn about their thoughts, how they think, and what motivates. To help them find solutions for the problems that they are facing.
To give them confidence to manage their own lives.
To help them learn and grow from their past mistakes so they can move forward.
Teach them how happiness, health, fulfillment, and success can all be achieved.
To enable them to improve their communication skills.
To build strong relationships.
To help them manage their time.
To help them understand motivation and how to motivate others.
To teach them to lead by example.
What are my options?
After you receive your final invoice, no payment is required.
Many life coaches don’t charge any upfront so it is easy to begin benefiting from their expertise and not spend any money.
If you do decide to hire a Coach, you will need a price agreement before you begin your relationship.
What should I expect from my first appointment with a life coach?
An hour is usually the average time for your first session with a coach. The first meeting with your coach will be face-to–face.
Your coach will interview you to learn about your current situation, how you feel, and what you wish to change. They will use this information to tailor their approach to you.
You might be asked to complete a questionnaire so that your coach can clearly understand who you are and what's important to you.
Your coach will explain the fees and outline the services that they offer at the end of the first meeting. Together, you will choose the one that suits you best.
Statistics
- If you expect to get what you want 100% of the time in a relationship, you set yourself up for disappointment. (helpguide.org)
- These enhanced coping skills, in turn, predicted increased positive emotions over time (Fredrickson & Joiner 2002). (leaders.com)
- According to a study from 2017, one of the main reasons for long-term couples splitting up was that one of the partners was no longer showing enough affection and attention to the other. (medicalnewstoday.com)
- This also doesn't mean that the give-and-take in a relationship is always 100% equal. (verywellmind.com)
- People with healthy relationships have better health outcomes, are more likely to engage in healthy behaviors, and have a decreased mortality risk.1 (verywellmind.com)
External Links
How To
What makes life coaching different than therapy?
Therapy is for people who have problems and need help to move forward. Life Coaching is a way to get out of your current situation and help you reach the goals you set for tomorrow.
Life Coaching is based upon the belief that everyone has unlimited potential. It is not what skills you have, but how well you use those skills. This belief can help clients become more successful, happier, and healthier.
We also believe there is an important distinction between 'therapy and coaching. Therapy focuses only on fixing the problem, while coaching is about building your strengths.
Therapists can often be focused on symptoms such anxiety, depression, anger, etc. while coaches are more concerned with strengths such as resilience and optimism, confidence, self awareness, self-awareness, and so on. Both are focused on change.
The difference is that therapists are trained in fixing problems and coaches to build strength. If someone is feeling down, they may feel that they can get help by talking to someone else. But, this is false.
Coaches ask clients questions in order to uncover their answers. You might ask, "What is your passion?" Or "Who would you be if you didn't have any limitations?"
They don't try to tell clients what to do. They assist clients in discovering what makes them happy. They help people see their whole self - the body, mind and spirit. - rather than focusing solely upon the problem.
Life coaching is more effective than traditional therapies and it's also cheaper.
Therapy can take several sessions per week over a period of months, or even years. A good therapist will usually charge between $50-50 per session. Even if you only have one session per month you could be spending thousands of dollars annually on therapy.
For a fraction of the price, a life coach will work with you twice a week. And because life coaching is less expensive, many people can afford it.