Ross Kline | Frankfort, KY

Total Hires: 1 time
Service Area: Frankfort, KY
Team Size: 3 employees
Business Duration: 11 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Check
Credit Card

Services Offered

Service type

General financial planning
Retirement planning
Investment review
Tax planning
Trusts or estate planning
Annuities
Mutual funds
Life insurance review
College planning
Home purchase

Work location

My customers travel to me
I travel to my customers
I work remotely (phone or internet)

About

Finance is complicated and confusing. And there are too many salesmen just trying to sell you their stuff. Nobody taught you this stuff in school and it's just plain overwhelming! Wouldn't it be great to have an expert to help you figure all this stuff out and be smart about your money?

That's what I do! I am an independent financial planner/coach, with over 10 years of experience, who follows a consultative process to guide and educate my clients... And I'd love to help you reach your goals!

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- John Kline
- Completed on 7/6/2022

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