Roanoke's wealth management firms offer personal and professional service to their clients. Titan Wealth Management, for example, is a full service financial planning firm. Keith Cox is the president of the firm and is a registered financial adviser who has provided advice to clients all across the country regarding investments, estate planning, tax planning, as well as other matters.
Beacon Wealth Consultants
Beacon Wealth Consultants provides portfolio management and financial planning services for a nominal fee. They meet with clients to discuss financial goals and investment objectives. After setting these goals, the advisors assign client assets in an efficient way. They use a variety of investment programs and model portfolios to help clients meet their goals. Clients can choose from conservative to aggressive growth strategies to reach their goals and manage risk.
The firm offers a wide range of investment management and financial planning services to individuals and businesses in the Lynchburg metro area. It offers business continuity plans that include operational and financial assessments, employee and customer communication, and also provides business continuity planning. The firm was founded in 1997 by Rick Laymon. In 2004, the Certified Kingdom Advisor Award was presented to Laymon.
Just Financial Planning L.C.
Fee-Only financial planning, L.C. Roanoke-based financial planning firm, Fee-Only Financial Planning, L.C. The financial experts at the firm offer guidance on retirement planning and investment. They can also assist clients in implementing charitable giving strategies and designing business benefits plans. Andrew M. Hudick, a Certified Finance Planner, founded the firm.
Fee-Only Finance Planning, L.C. Three professionals work as researchers and investment advisers at Fee-Only Financial Planning, L.C. They are registered investment adviser representatives with state securities authorities. Their fee structure depends on the assets under management. Unlike other fees, this fee structure excludes brokerage commissions and taxes from the fees charged to clients.
Taylor Financial Group Inc.
Taylor Financial Group Inc., an independent broker-dealer, specializes in long-term commercial loans and real estate investments. The firm is regulated by the SEC. Although it is not allowed to operate in all states, the SEC regulates the firm. 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. While the Cole Family controls the majority, the Taylor Family is a minority shareholder.
Guelich Capital Management
Guelich Capital Management is located in Roanoke VA and specializes providing financial services for all clients. Guelich Capital Management offers customized financial planning that is tailored to each client's needs. These services include multi-generational wealth transfer, tax planning 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 works in financial services and is a registered Investment Advisor.
This independent firm provides wealth-management services for both individuals, and companies. It provides advice on financial planning and helps clients avoid costly mistakes in order to help them excel in their careers and retirement years. It also assists corporate clients in creating succession plans and retirement plans.
CAPTRUST
CAPTRUST is a firm that provides complete financial services. The company's address is Downtown Roanoke, VA 24411, at 10 S Jefferson St. Suite 1205. CAPTRUST can be described as a tax consultant, financial planning company, or investment company. The firm serves more than $5.5 trillion in clients. It has 13 financial advisers.
CAPTRUST specializes as an investment advisory firm for retirement plans, endowments, foundations and high-net worth individuals. The firm's investment team includes highly-skilled professionals who are experts in asset management, retirement planning and asset management.
FAQ
What do life coaches focus on?
It is the ability to help others develop their talents and strengths in order to achieve their goals.
Understanding their thinking, motivations, and mistakes will help you to understand them. To help them solve their problems.
To empower them to have control over their lives and give them self-belief.
To help them learn through their mistakes so that they can move forward.
Teach them to be happier, more healthy, more fulfilled, and more productive.
To aid them with practical communication skills.
To encourage them to build strong relationships.
To teach them how to effectively manage their time.
To help them understand how they can motivate themselves and others.
To encourage them to follow their example.
What qualifications are required to become a life coach
A life coach must have an understanding of psychology, motivation, and human nature. They also need to understand how people think and behave, and they should know what motivates them.
Life coaches must be able to listen, communicate, and counsel clients. Furthermore, the life coach must know how motivate clients to keep them on track.
Finally, a life coach must be flexible enough and willing to change his or her approach if necessary.
What are the responsibilities for a life coach?
A life coach helps people achieve personal goals by providing education on health, nutrition, fitness, work/life balance, relationships, career development, etc.
Life coaches can also help clients to develop positive attitudes towards self improvement and set achievable goals.
A life coach is there to support you and encourage you. While they may not have all the answers, they will be able to help you find them.
They are here to help you make better decisions and take action to reach your goals.
How long does it take to start seeing results?
While you may not see any immediate changes once therapy is started, you will most likely notice improvement within a few weeks. The sooner you notice improvements, the more consistent you will be with your new lifestyle.
You might feel less stressed and more confident. This could lead to greater mental peace. These are just a few examples of how your life can improve once you change your thinking and behavior.
What are the benefits to having a life coach?
A life coach is a life coach who helps you reach your goals, overcome challenges, change your behavior, and live a happier lifestyle.
A life coach can also help people improve their self-awareness, build trust, improve relationships, increase motivation, and maximize productivity.
A life coach can help you to thrive.
Statistics
- Needing to be 100% positive and committed for every client regardless of what is happening in your own personal life (careerexplorer.com)
- If you expect to get what you want 100% of the time in a relationship, you set yourself up for disappointment. (helpguide.org)
- 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)
- This also doesn't mean that the give-and-take in a relationship is always 100% equal. (verywellmind.com)
- 80 percent of respondents said self-confidence improved, 73 percent said relationships improved, 72 percent had better communication skills, and 67 percent said they balanced work and life better. (leaders.com)
External Links
How To
What makes life coaching different than therapy?
Therapy is for people who are stuck and need help moving forward. Life Coaching will help you move past where you are and to what you want for the future.
Life coaching is based on the belief we all have unlimited potential. Our greatest asset is not our skills but how we use them. We believe that helping clients develop these skills can make them happier, healthier, and wealthier.
We also believe that coaching and therapy are two different things. Coaching focuses more on strengths and coaching on problems.
Therapists are often focused on the symptoms of depression, anxiety, anger etc. while coaches concentrate on the strengths like resilience, optimism and confidence. Both of them focus on change.
However, therapists can fix problems while coaches can build strength. Counselors often feel self-conscious and feel worse about themselves. They may believe that if they talk to another person, they will feel better. But, this is false.
To help clients find their answers, coaches ask them questions. You might ask, "What is your passion?" Or, "What would you do if you had no limits?"
They don't tell clients what to do. Instead, they help them discover what makes them happy. They see the whole person. This includes their mind, body, spirit, emotions and relationships. Instead of focusing on the problem, they look at the whole person.
Life coaching offers a unique advantage over traditional therapies in that it is more efficient and cheaper.
Therapy usually requires multiple sessions per week, for several months, or even years. A good therapist will usually charge between $50-50 per session. You could spend thousands on therapy if you only need one session per calendar month.
A life coach works with you once every two weeks for a fraction of the cost. A lot of people can afford life coaching, as it is much less costly.