Roanoke wealth management firms provide personal and professional services to their clients. Titan Wealth Management, for example, is a full service financial planning firm. Keith Cox, who is the firm's president and is a registered advisor, has advised clients across the country about investments, estate planning and tax planning.
Beacon Wealth Consultants
Beacon Wealth Consultants offers portfolio management and financial planning services. They meet with clients to discuss financial goals and investment objectives. Once these goals are established, advisors will allocate client assets in a most efficient manner. They use a variety of investment programs and model portfolios to help clients meet their goals. Clients can choose between conservative and aggressive growth strategies to achieve their goals.
The firm offers a complete range of financial planning, investment management services to individuals and companies in the Lynchburg region. It offers business continuity plans that include operational and financial assessments, employee and customer communication, and also provides business continuity planning. Founded in 1997, the firm's CEO, Rick Laymon, received the Certified Kingdom Advisor Award in 2004.
Just Financial Planning, L.C.
Fee-Only Financial Planning, L.C. Roanoke-based financial planning firm, Fee-Only Financial Planning, L.C. Its financial professionals offer guidance in planning and investing for retirement. They help clients create business benefit plans and implement charitable gift strategies. Andrew M. Hudick (Certified Financial Planner) founded the firm in 1981.
Fee-Only financial planning, L.C. Three professionals work as researchers and investment advisers at Fee-Only Financial Planning, L.C. They are registered investment advisor representatives with state securities agencies. Their fees are based on the percentage of assets under their management. This fee structure does not include brokerage commissions or taxes.
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. However, it does not automatically indicate a level of expertise or skill, nor do you need to hire the firm.
The Company has several controlling shareholders, including the Taylor Family and the Cole Family. Although the Cole Family owns the majority of the Company, the Taylor Family holds a minority stake.
Guelich Capital Management
Guelich Capital Management, located in Roanoke VA offers comprehensive financial services for a variety of clients. Guelich Capital Management offers customized financial planning that is tailored to each client's needs. These services include financial planning, tax planning, multi-generational transfer of wealth, and retirement planning. Clients can meet with advisors quarterly to make sure they are on the right track to achieve their financial goals. Connie Guelich, a registered investment advisor, has been involved in the financial services sector since 1980.
This independent firm offers wealth management solutions for individuals and companies. It helps clients avoid costly mistakes and provides financial advice. The team also works closely with corporate clients to design succession plans and retirement plans.
CAPTRUST
CAPTRUST Wealth management is a company that provides comprehensive financial services. The company is located at 10 S Jefferson St, Suite 1210, Downtown Roanoke, VA 24011. CAPTRUST can be described as a tax consultant, financial planning company, or investment company. The firm has a client list of over $5.5 billion. It has 13 financial consultants.
CAPTRUST specializes on investment advisory services for retirement planning and foundations. The team of highly qualified investment professionals at CAPTRUST includes experts in asset management, retirement planning, and other areas.
FAQ
Is it possible to lose weight with a coach?
Although a life coach can help you lose weight, they won't be able to help you with your diet. However, they can give advice about ways to reduce stress and encourage healthier lifestyles.
A life coach can help you make positive life changes such as eating better, exercising more, and reducing alcohol intake.
What are the life coaching benefits?
A life coach assists you in living a better lifestyle by helping you to set goals, overcome obstacles and make changes that will lead you to happiness.
Life coaches can help individuals improve self-awareness, confidence, relationships, and motivation.
A life coach is a person who helps you succeed.
Who can become a coach for life?
Anyone can become a life coach, regardless of age or background.
It doesn't make a difference what your experience is in other areas. All that matters, however, is your desire help others.
Life coaches are typically trained at the university and have received postgraduate qualifications. However, there are also many self-taught life coaches out there.
What will I get from my life coaching session?
We will discuss your goals and needs during your first life coaching session. We'll then identify any obstacles standing in your way to achieving those goals. Once we have identified the problem areas we will design a plan to help you reach those goals.
We will check in every month to make sure things are moving according to plan. We are happy to help you with any questions.
We're here to guide you through the process. You'll always feel like you have our support.
What are the steps for life coaching?
Life coaching is not just about helping people find solutions to problems; it's also about helping them discover what they're passionate about and how they can use this passion to make a positive difference in their lives.
Life coaching helps you identify what matters most and gives you the skills to create the kind of life you want. It will help you take control your future by helping to identify who you truly are and what you want.
Additionally, coaching allows you to gain an understanding of yourself, others and your own behavior. This leads to greater self-awareness as well empathy, which are two crucial qualities for a healthy and happy relationship. Coaching provides tools to help you become a better friend, parent, mentor, and partner.
Statistics
- If you expect to get what you want 100% of the time in a relationship, you set yourself up for disappointment. (helpguide.org)
- This also doesn't mean that the give-and-take in a relationship is always 100% equal. (verywellmind.com)
- According to ICF, the average session cost is $244, but costs can rise as high as $1,000. (cnbc.com)
- According to relationship researcher John Gottman, happy couples have a ratio of 5 positive interactions or feelings for every 1 negative interaction or feeling. (amherst.edu)
- 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)
External Links
How To
How to become Life Coach
Being a life coach is a popular question. Although there are many paths to becoming a life coach you need to know the basics before you can become a professional coach.
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Find out what your passion is. You must know your passion and interest before starting any career. If you don't know your passion, it can be difficult to get into coaching. Before you start looking at the different options, consider what interests you in this field. If you are thinking "I would like help people", then it is time to look into how to be a life coach.
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Make a plan and set goals. Once you know what you want to pursue, make a plan. You can start to read about the profession. Make a list of everything that you learn and save it so you can find them again when you need. You should not rush without a clear vision or goal. Set realistic goals you can reach in the next few decades.
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Be patient. To become a life coach, you need to have patience and be dedicated. The hardest year is often the first. After the initial training period, you might spend 2-4 hours per week working with clients. This will mean that you'll be working long hours and weekends. But if you love what it is, you'll never feel tired, even after you work 14 hours per day.
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Get certified. You need certification from a recognized body such as NLP Certification Institute to become a licensed Life Coach. You will be able to gain credibility with potential employers and open up new possibilities.
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Network. It is important to establish relationships with other coaches and experts. You can share your knowledge and get advice from others. Coaches who have enough experience will be able support others who are just starting their journey.
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Never stop learning. Never stop learning. Keep reading blogs, articles, books and books about this field. Learn more about psychology and communication.
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Be positive. Negative attitudes are one of the biggest errors made by new coaches. It is important to remember that success in life coaching requires a positive attitude. Your words and actions will reflect back on you. Remember to smile and have a positive outlook!
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Practice patience. The first year of being a life coach is often the most difficult. Take breaks from time to remind yourself why life coaching is a career choice.
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Enjoy the process. It may seem like an endless road ahead, but the rewards are far greater than the obstacles. Along the way, you will meet incredible people and grow personally.
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Have fun. Enjoy the ride. Have fun.