Roanoke is home to wealth management companies that provide personalized and professional service. Titan Wealth Management, for example, is a full service financial planning firm. Keith Cox (the firm's President) is a registered Financial Advisor who has advised clients throughout the country on taxes, investments, and estate planning.
Beacon Wealth Consultants
Beacon Wealth Consultants offers portfolio management and financial planning services. They meet with clients and discuss their financial situation as well as their investment goals. After establishing these goals, their advisors allocate client assets in the most effective manner. To help clients achieve their goals they employ a variety of investment models and portfolios. Clients can choose from conservative to aggressive growth strategies to reach their goals and manage risk.
The firm provides a full range of financial planning and investment management services to businesses and individuals throughout the Lynchburg metropolitan area. It also offers business continuity plans that cover operational and financial assessments, and employee and customer communication. 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 firm providing financial planning services to individuals as well as small businesses. The financial experts at the firm offer guidance on retirement planning and investment. They are also able to help clients develop business benefit plans or implement charitable giving strategies. The firm was founded in 1981 by Andrew M. Hudick, a Certified Financial Planner.
Fee-Only financial planning, L.C. Three experts work as investment advisors and researchers at Fee-Only Finance Planning, L.C. They are registered representatives of investment advisers with the state securities authorities. Their fee structure depends on the assets 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., an independent broker-dealer, specializes in long-term commercial loans and real estate investments. SEC regulates this firm. The SEC has registered the firm in most states. It does not imply that the firm is skilled or competent.
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, located in Roanoke VA offers comprehensive financial services for a variety of clients. By recommending customized financial strategies, Guelich Capital Management assists clients at every stage of their lives. 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 has been in the financial services industry since 1980 and is a registered investment advisor.
This independent firm provides wealth-management services for both individuals, and companies. The firm offers financial planning advice to clients and helps them avoid costly errors. This will help them succeed in their careers as well as their retirement years. This team works with corporate clients to develop succession and retirement plans.
CAPTRUST
CAPTRUST Wealth Management offers comprehensive financial services. The company's address is Downtown Roanoke, VA 24411, at 10 S Jefferson St. Suite 1205. CAPTRUST is listed as a financial planning, investment company, and tax consultant. The firm's client base is more than $5.5 million. It has 13 financial consultants.
CAPTRUST specializes providing investment advisory services to retirement plans, foundations, and individuals of high net worth. The firm's investment team includes highly-skilled professionals who are experts in asset management, retirement planning and asset management.
FAQ
What does a coach do for life?
By focusing on the most important things to you, a life coach will help you live happier, healthier, and fulfilled lives. They will help you to identify your goals and devise strategies for reaching them. They also provide guidance and support when you are struggling.
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.
What should you be focusing on in your life coaching?
The ability to support people to develop their strengths and talents to achieve their goals.
To understand how they think, what motivates and where they fall short. To help them find solutions for the problems that they are facing.
To give them the confidence and self-belief they need to take charge of their lives.
To help them learn through their mistakes so that they can move forward.
Teach them how happiness, health, fulfillment, and success can all be achieved.
To encourage them to develop practical communication skills.
To help them build strong relationships.
To show them how they can manage their time efficiently.
To assist them in understanding how to motivate others and themselves.
To teach them to lead by example.
How do I know if I need a life coach?
You may need extra support if you feel that you are not living up your potential. 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.
Stress-related burnout is a condition where you have difficulty managing all aspects of your life, including work, family, friends and finances.
Life coaches can help you overcome these challenges.
Can a life coach help with anxiousness?
There are many kinds of anxiety disorders. It is important to recognize this. Each person reacts differently to the exact same stimuli. The best way for you to approach an anxious client, is to first identify their type of anxiety.
This will help you create a plan to address their particular problem.
Life coaching is a way to help people take control of their lives. It can be helpful for people who are struggling with anxiety, depression, stress, or relationship problems.
You should consider whether the life coach specializes in helping clients with these types of issues if you are looking for one.
Check to see if the coach offers group counseling or workshop services.
This will allow you and your partner to meet regularly to discuss your progress.
You should also inquire about the coach's credentials and training.
What are the responsibilities for a life coach?
A life coach is someone who helps people reach their personal goals through education about health, nutrition and fitness, work/life balance as well as relationships, career development, and other topics.
Clients should have a life coach to help them develop positive attitudes and goals for self-improvement.
A coach can offer encouragement and support, which is the most important thing. While they might not have all of the answers, they do know how to ask the right questions and guide you toward finding them.
They are here to help you make better decisions and take action to reach your goals.
Are life coaches really worth it?
The simple answer is: If you are looking for an easy way out of any problem, you must find another solution. Coaching might be for you if it is your goal to make an impact on people's lives that lasts.
Coaching is about helping people change. Although it is hard work, the rewards are amazing.
Learn how to be a better person and how to help others.
You will feel confident and strong, and the results you achieve will last a lifetime.
Here are some questions to help you determine if life coaching is for you.
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Do I feel confident enough in myself to make improvements in my life and know what it takes?
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Can I be willing to work hard to achieve my goals?
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Do I believe I can make big changes in my life? Can I dream big dreams?
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Do I have the desire to improve my life?
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What is my time limit for coaching?
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What kind of support do I need?
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Is there any hidden cost to becoming a coach for life?
What are the advantages of working with a coach to help you live your best life?
A life coach can help you live a happier life by helping to achieve your goals, overcome obstacles, and change your habits so that you are more fulfilled.
A life coach also helps individuals to develop self-awareness, build confidence, improve relationships and increase motivation and productivity.
A life coach is your key to success!
Statistics
- This also doesn't mean that the give-and-take in a relationship is always 100% equal. (verywellmind.com)
- Needing to be 100% positive and committed for every client regardless of what is happening in your own personal life (careerexplorer.com)
- These enhanced coping skills, in turn, predicted increased positive emotions over time (Fredrickson & Joiner 2002). (leaders.com)
- According to ICF, the average session cost is $244, but costs can rise as high as $1,000. (cnbc.com)
- If you expect to get what you want 100% of the time in a relationship, you set yourself up for disappointment. (helpguide.org)
External Links
How To
How to become an Life Coach
One of the most frequently asked questions online is how to become a life coach. There are many options for becoming a life-coach, but there are some steps you must take before you become a professional life coach.
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Find out what you want to do. Before you start any career, you must first know your passions. It is easy to get into coaching if you don’t know what it is you want. Before looking at different options, think hard about what makes you interested in this field. If you're thinking "I want to help people", then find out how you can become a life coach.
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Make a plan and set goals. Plan your career once you've decided what you want. Learn about the profession by reading books. Note down all you have learned and keep them in your notebook so you can easily refer to them. Without a clear goal or vision, don't rush to do things. Set realistic goals that you can achieve during the next few years.
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Be patient. To become a life coach, you need to have patience and be dedicated. The first year of training is usually the hardest. The initial training period will require you to spend approximately 2-4 hours per work week with clients. You will be required to work weekends and long hours. If you love what your job does, you will not feel tired after working 14 hours per day.
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Get certified. To become a licensed personal coach, you will need certification through a recognized organization like NLP Certification Institute (NLCI). Certification will give you credibility among potential employers and open doors to new opportunities.
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Network. Don't forget to develop relationships with other coaches and experts in the field. Share knowledge with others and ask for advice. You will have the experience to offer support to coaches just starting their journey.
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Keep learning. Never stop learning. Learn more about the field by reading books, articles, and blogs. Learn more about psychology and communication.
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Be positive. Negative thinking is one of the most common mistakes made by new coaches. A positive outlook is key to success as a life coach. Your words and actions will reflect back on you. Keep an optimistic attitude and smile!
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Practice patience. It is the most challenging year when you first start coaching life. Take breaks every now and again to remember why you chose to become a coach.
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Enjoy the process. While it can seem like an endless journey ahead, the rewards far exceed the challenges. You will meet wonderful people and learn a lot about yourself along the way.
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Have fun. Finally, enjoy the ride. Remember, have fun.