Roanoke is home to wealth management companies that provide personalized and professional service. Titan Wealth Management is an example of a full-service financial planning firm. 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 charges a fee and provides portfolio management and financial advice. They meet with clients and discuss their financial situation as well as their investment goals. Their advisors then allocate client assets in the best way possible after establishing their goals. To help clients achieve their goals, they use a range of investment programs and portfolio models. To meet their goals and to manage risk, clients can choose from aggressive or conservative growth strategies.
The firm offers financial planning and investment services to both individuals and businesses within the Lynchburg metropolitan region. It also offers business continuity programs that include financial and operational assessments and communication with customers and employees. Rick Laymon, who founded the company in 1997, was awarded the Certified Kingdom Advisor Award in 2004.
Just Financial Planning, L.C.
Fee-Only Financial Planning L.C. Roanoke, Virginia-based company that offers financial planning services to small businesses and individuals. Its financial professionals offer guidance in planning and investing for retirement. They help clients create business benefit plans and implement charitable gift strategies. The firm was founded in 1981 by Andrew M. Hudick, a Certified Financial Planner.
Fee-Only Finance Planning, L.C. employs three professionals who work as investment advisers and researchers. They are registered investment adviser representatives with state securities authorities. Their fee structure is based on a percentage of assets under management. This fee structure is different from other fees in that it excludes brokerage commissions, taxes, and other fees.
Taylor Financial Group Inc.
Taylor Financial Group Inc. is an independently owned broker-dealer that specializes on long-term commercial loans as well as real estate investments. SEC regulates the company. It is not permitted to operate in every state. It does not imply that the firm is skilled or competent.
The Company's controlling shareholders include the Cole Family and Taylor 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 is a financial management firm based in Roanoke (VA). They specialize in providing comprehensive financial services to a wide range of clients. The firm helps clients in every stage of life by recommending financial strategies that are customized to meet their needs. These services include retirement planning, tax planning, and multi-generational wealth transfer. To ensure clients are on track, advisors meet quarterly with them. Connie Guelich started in the financial industry in 1980. She is also a registered investor advisor.
This independent firm offers wealth management solutions for 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. The team also works closely with corporate clients to design succession plans and retirement plans.
CAPTRUST
CAPTRUST Wealth Management is a firm that offers comprehensive financial services. The address of the company is 10 S Jefferson St., Suite 1210 in Downtown Roanoke (VA 24011). CAPTRUST is listed as a financial planning, investment company, and tax consultant. The firm has a client base of more than $5.5 billion. It has 13 financial consultants.
CAPTRUST specializes in investment advisory services for retirement plans and endowments, foundations, and high-net-worth individuals. The team of highly qualified investment professionals at CAPTRUST includes experts in asset management, retirement planning, and other areas.
FAQ
What exactly does a life coach do?
A life coach is a person who helps you live a happier and healthier life. They can help you set goals and create strategies to achieve them. They can also offer support and guidance during difficult times.
They're there for you whenever you need them, helping you plan for a wedding or providing career advice during a job interview.
A life coach doesn't just tell you what to do; they'll give you tools to make better decisions and improve your relationships.
How effective are life coaches?
Life coaches help us to understand our motivations and find the right path to reach them. They also help us overcome obstacles by giving us strategies for overcoming them.
They assist in setting realistic goals, and keeping track of our progress towards those goals.
Life coaching assists people in developing self-awareness. This allows them to better understand themselves and make better decisions. It can also help people improve their relationships with others and cope effectively with difficult situations.
How long will it take to see results?
You may not notice changes immediately after you start therapy but you will certainly begin to notice improvements within the next few weeks. You'll see changes faster if you stay consistent with your lifestyle.
You may find yourself experiencing less stress, feeling more confident, and enjoying greater peace of mind. These are just a few examples of how your life can improve once you change your thinking and behavior.
Do I need to pay upfront?
After you receive your final invoice, no payment is required.
Many coaches are free to use, so it's easy to get started without paying anything.
Before you hire a coach, however, you must agree on a fee.
What can a life coach do to help with anxiety?
It's important to understand that many types of anxiety disorders exist. Each person reacts differently to the exact same stimuli. It is important to identify the type of anxiety that you are trying to help.
This will allow you to develop a plan for treatment that addresses their specific issue.
Life coaching, in general, helps people to take control of their lives.
If you're looking for a life coach, you'll want to consider whether he or she specializes in helping clients deal with these issues.
You should also verify if the coach offers services such as group counseling and workshops.
You can meet regularly with your loved one to discuss the progress and make improvements.
You should also inquire about the coach's credentials and training.
What is the average cost for a life coach?
Life coaches typically charge $100-$500 per session.
Depending on what coaching you want, the average time they spend on a client's cases is anywhere from two weeks to several years.
A typical cost includes an initial consultation with assessment, and then weekly phone calls and/or Skype conversations to discuss progress and plan for future steps.
A life coach can help clients identify and resolve problems, set goals and develop strategies to overcome obstacles.
How do I determine if I require a life coach or not?
If you feel like your life is not fulfilling your potential, it could be time to seek out additional support. You may be a failure if you have attempted to achieve something before. You might have difficulty sticking with a goal enough to see results.
You might be experiencing stress-related exhaustion if you find it difficult to manage your entire life: work, home, finances, family, friends, and health.
These are the challenges that life coaches can help you conquer.
Statistics
- 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)
- 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)
- 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)
- This also doesn't mean that the give-and-take in a relationship is always 100% equal. (verywellmind.com)
External Links
How To
What are the most important questions life coaches ask?
Coaching others is a great method to improve your life. It's also a great career for those who want to make a difference in someone else's life.
Life coaches are trained in listening to clients and helping them find solutions. They can offer guidance in all areas of life, such as finances, relationships, parenting, nutrition and spirituality.
They can help with identifying issues that may be holding you back and helping you to develop strategies for overcoming them.
A life coach could suggest ways to improve diet, exercise habits and social interactions.
A great coach will guide you in your personal journey and provide suggestions for where to start.
Some of the questions they might pose include:
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What are your goals for life?
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How do you feel each morning when you wake up?
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Where would you like to be in five years?
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Who do you admire? Why?
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What makes you happy?
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What does success for you look like?
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What are you afraid of?
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What is your greatest strength
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What are some things you need to work on?
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What is the one thing you wish your life had taught you before you set out on your journey?
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What are three things you love doing?
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What are some things you are grateful for?
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What are your core values?
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What do you value about yourself?
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What are your worst qualities?
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Do you understand why you feel/act the way you do?
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Are there times that you feel stuck?
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Have you ever felt depressed?
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What lessons did you take away from this experience
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What do other people say about you?
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What do you think of yourself?
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How do others perceive you?
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What does your family and friends think about you?
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Which was your most challenging?
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What was the best piece you've ever heard?
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What was your biggest error?
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What are others expecting from you?