coaching

Wealth Management Firms Roanoke, Virginia

By Gloria Taylor 30 April, 2023 3 mins read

Wealth management firms in Roanoke, Virginia provide professional and personal service to clients. Titan Wealth Management, for instance, offers full-service financial planning. Keith Cox is the president of the firm and is a registered financial adviser who has provided advice to clients all across the country regarding investments, estate planning, tax planning, as well as other matters.

Beacon Wealth Consultants

Beacon Wealth Consultants offers portfolio management and financial planning services. They meet with clients to discuss their financial situation and investment objectives. After setting these goals, the advisors assign client assets in an efficient way. Clients can choose from a variety investment strategies and model portfolios. Clients can choose from conservative to aggressive growth strategies to reach their goals and manage risk.

The firm provides financial planning and investment management services for individuals and businesses throughout the Lynchburg 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. Its financial specialists offer advice and guidance regarding investing and planning for retirement. They assist clients with business benefit planning and charitable giving strategies. The firm was founded in 1981 by Andrew M. Hudick, a Certified Financial Planner.

Fee-Only Financial Planning, L.C. Three people work as research and investment advisors for Fee-Only Financial planning, L.C. They are registered with state securities authorities as investment adviser representatives. Their fee structure depends on the assets under management. Unlike other fees, this fee structure excludes brokerage commissions and taxes from the fees 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. Although it is not allowed to operate in all states, the SEC regulates the firm. However, it does not automatically indicate a level of expertise or skill, nor do you need to hire the firm.

The Company has several controlling shareholders including the Cole Family, 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. The firm helps clients in every stage of life by recommending financial strategies that are customized to meet their needs. These services include multi-generational wealth transfer, tax planning and retirement planning. To ensure clients are on track, advisors meet quarterly with them. Connie Guelich, a registered investment advisor, has been involved in the financial services sector since 1980.

This independent firm offers 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. The team also works with corporate clients to create retirement plans and succession plans.

CAPTRUST

CAPTRUST Wealth management is a company that provides comprehensive financial services. The address of the company is 10 S Jefferson St., Suite 1210 in Downtown Roanoke (VA 24011). CAPTRUST is listed in the Financial Planning, Investment Company and Tax Consultant category. The firm has a client base of more than $5.5 billion. It employs 13 financial advisors.

CAPTRUST specializes on investment advisory services for retirement planning and foundations. The firm's team includes highly skilled investment professionals with expertise in retirement planning, asset management, and more.

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FAQ

What are the responsibilities associated with a life coach

A life coach helps individuals achieve their personal goals. He/she provides education on how to improve your health, nutrition, fitness or work/life balance, as well as advice about career development and relationships.

A life coach should also help clients develop positive attitudes towards self-improvement and set achievable goals for change.

Life coaches are there to offer support and encouragement. Although they don't know all the answers, they can help you ask questions and find solutions.

They are here to help you make better decisions and take action to reach your goals.

Are life coaches really effective?

Life coaches help us to understand our motivations and find the right path to reach them. They also give strategies to help overcome obstacles.

They allow us to set realistic goals and track our progress towards them.

Life coaching helps people develop self-awareness, allowing them to know themselves better and make better decisions. It helps people to improve their relationships and manage difficult situations.

What are the benefits of having a life coach?

A life coach helps you live a better life by helping you achieve goals, overcome obstacles, change habits and become happier.

A life coach also helps individuals to develop self-awareness, build confidence, improve relationships and increase motivation and productivity.

In short, a life coach helps you thrive!

Who could become a life coach

Anybody can be a life coach regardless of their age or background.

It doesn't matter whether you have experience in other areas of life; all that matters is your desire to help others.

Life coaches are typically trained at the university and have received postgraduate qualifications. There are also self-taught coaches.

Statistics

According to ICF, the average session cost is $244, but costs can rise as high as $1,000. (cnbc.com)
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)
These enhanced coping skills, in turn, predicted increased positive emotions over time (Fredrickson & Joiner 2002). (leaders.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)
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)

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How To

What is a coach for life?

A life coach is someone who helps people improve their lives through advice on personal development and career guidance, relationship counseling or business coaching, financial planning, wellness, and other topics.

Individuals who want to make positive life changes can get support from a life coach. A life coach can also help those who are struggling with anxiety, depression, addiction, grief and stress, loss, trauma, trauma, or any other issues.

Life coaches can help clients achieve their goals using a variety of techniques. Motivational interviewing (MI), goal setting and self-reflection are the most popular methods. Other techniques include cognitive behavioral therapy, emotional Intelligence, mindfulness meditation, cognitive behavioral training, assertiveness coaching, cognitive behavior therapy, cognitive behavior therapy, cognitive behavioral treatment, and other.

Life coaching was developed as an alternative to traditional psychotherapy. Although they charge less than therapists, coaches offer the same services. Life coaches often specialize in specific areas such as love relationships or parenting. While some coaches only work with adults, others are more adept at working with children and teens. Other coaches may have other expertise, such as in education, sports performance, nutrition, or fitness.

Life coaching has many benefits: