What is included in the financial & tax planning?

Holistic financial planning is a dynamic process. From establishing an investment strategy, planning for retirement, social security maximization, strategic health care options, to optimizing your taxes, charitable giving, estate plan and insurance coverage, “finances” doesn’t mean just one thing for most people—and “financial & tax planning” means much more than just investing.

Southern Kentucky Financial Services understands all the complexities of the changing financial & tax climate and we know how to make recommendations in your best interest. Holistic planning takes the guesswork out of managing finances and helps you understand the implications of each decision you make. The average person faces an uncertain economy and more options for saving and investing than ever before. It’s easy to feel overwhelmed or confused, unless you find a way to understand the big picture. Over several decades, we have developed and refined a process that puts all the pieces of the financial puzzle together for clients as their life unfolds and needs evolve. As you go through our financial planning process, The Bucket Plan®, you gain insight and education into what you own, how it aligns with your goals and objectives, and what you can do to improve your situation.

At the end of our process, you will receive a written plan of exactly how your assets should be positioned, our strategies and recommendations for investing, and financial modeling showing your progress towards achieving your goals.

Once we have documented your plan, we will discuss the implementation through our active wealth management services.