10 Best Legal and Financial Services in Lexington, KY

Top Legal and Financial Services in Lexington, KY

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Estate Planning helps families create a legacy with impact. With second marriages more common today, it is important to prepare for a variety of situations with professional planning that minimizes taxes and the potential of legal challenges when passing wealth on to the next generations.

By ProActive Advisors

Financial Advice

Smart investing, money management, college planning, leasing vs buying, retirement income, downsizing, tax planning, charitable giving, legacy planning. These are all advisory services that have “gotchas” when you don’t know the rules and options for doing something more efficiently. With ProActive Advisors on your team, you’ll have a fiduciary advisory team readily available to answer questions and help you navigate challenges. Make better decisions without thinking every call is another invoice, as our money management advice is included in our money management services. It’s a comprehensive approach to ensuring your plan has the best potential outcomes because your execution is informed. Try our Financial Profile tool to explore the mix of core portfolio types that match your objectives.

By ProActive Advisors

Retirement Planning

Planning a successful retirement is about building and wisely spending income, so you don’t have a savings shortfall and run out of money during your lifetime. To be successful there are complexities to get right like: how much to save, what to invest in, which investment strategy to use, when to retire, how much to safely withdraw, and when to start taking Social Security. And that’s before considering healthcare, retirement plan conversions, and taxes. ProActive can help you sort out these questions and make smarter financial decisions. In the Pre-Retirement Phase, our focus is on building tax-advantaged savings, and in the Post Retirement Phase, we focus on optimizing retirement spending. If you’ve been saving but have not yet looked at the details of what’s best for you, given the complexities of Social Security, Taxes, and Medicare, we can help. The process of making a retirement plan can be uplifting and give you greater confidence and control. Don’t delay further. Talk with one of our financial professionals, who will help you make a smart plan you can count on.

By ProActive Advisors