Roanoke wealth management firms provide personal and professional services to their clients. Titan Wealth Management is an example of a full-service financial planning firm. 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. The advisors help clients allocate their assets in the most efficient way after they have established these goals. They offer a wide range of investment options and model portfolios that can help clients reach their goals. Clients can choose between conservative and aggressive growth strategies to achieve their goals.
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 programs that include financial and operational assessments and communication with customers and employees. Rick Laymon was the founder of the firm, and he received the Certified Kingdom Advisor Award for 2004.
Just Financial Planning, L.C.
Fee-Only Finance 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 assist clients with business benefit planning and charitable giving strategies. Andrew M. Hudick (Certified Financial Planner) founded the firm in 1981.
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 is based on a percentage of assets under management. This fee structure does away with brokerage commissions and taxes that can be charged clients, which is unlike 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 required to be registered in every state. However, most states allow it the right to operate. However, it does not automatically indicate a level of expertise or skill, nor do you need to hire the firm.
The Company's controlling shareholders include the Cole Family and Taylor Family. Although the Cole Family owns the majority of the Company, the Taylor Family holds a minority stake.
Guelich Capital Management
Guelich Capital Management is located in Roanoke VA and specializes providing financial services for all clients. By recommending customized financial strategies, Guelich Capital Management assists clients at every stage of their lives. These services include retirement planning, tax planning, and multi-generational wealth transfer. Clients have the option to meet quarterly with an advisor to help them reach their financial goals. Connie Guelich started in the financial industry in 1980. She is also a registered investor advisor.
This independent firm offers wealth management services for both 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 company that provides comprehensive financial services. The company is located at 10 S Jefferson St, Suite 1210, Downtown Roanoke, VA 24011. CAPTRUST is listed as a financial planning, investment company, and tax consultant. The firm has a client list of over $5.5 billion. The firm employs 13 financial planners.
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.
FAQ
What does a life coach do exactly?
A life coach helps you live a happier, healthier, and more fulfilled life by focusing on what matters most to you. They help you determine your goals, and then develop strategies to get there. They also provide guidance and support when you are struggling.
They are available for you anytime you need them.
A life coach won't tell you what you should do. Instead, they'll help you make better choices and improve your relationships.
What is the average cost for a life coach?
A life coach charges typically $100-$500 per hour.
Depending on the type of coaching you seek, their average time working on a client case is between two and three months.
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.
As well as providing guidance and support, a life coach will help clients set goals, identify issues, develop strategies for overcoming obstacles and solve problems.
What are my options?
Yes, you don't need to pay until your final bill arrives.
Many life coaches do not charge an upfront fee, which makes it simple to benefit from their expertise without having to spend any money.
However, if you choose to hire a coach, you'll need to agree on a price before beginning your relationship.
What will I gain from my life coach session?
During your first life coaching session, we will discuss your goals. We will then discuss your goals and help you identify obstacles that may be preventing you reaching those goals. Once we've identified any problem areas, we'll create a plan for you to reach your goals.
We will check in every month to make sure things are moving according to plan. Let us know if you have any concerns.
We are here to help you. You will always feel supported.
A life coach can help with anxiety.
It is important that you understand the existence of many anxiety disorders. Every individual reacts differently when exposed to the same stimuli. The best way to approach an anxious client is by first identifying their type of anxiety.
This will allow for you to design a treatment plan specific to your client's needs.
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.
Look into whether the coach is trained to help clients deal with these issues.
You should also check if the coach offers group counseling and workshop services.
This will allow you to meet with him or her regularly and discuss progress.
You should also inquire about the coach's credentials and training.
Statistics
- If you expect to get what you want 100% of the time in a relationship, you set yourself up for disappointment. (helpguide.org)
- These enhanced coping skills, in turn, predicted increased positive emotions over time (Fredrickson & Joiner 2002). (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)
- Needing to be 100% positive and committed for every client regardless of what is happening in your own personal life (careerexplorer.com)
- This also doesn't mean that the give-and-take in a relationship is always 100% equal. (verywellmind.com)
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What is life coaching like therapy?
Therapy is designed for people who are stuck or need help moving forward. Life coaching helps you get beyond where you are now and move towards the future you desire.
Life coaching is founded on the belief, that every person has unlimited potential. That our greatest assets are not the skills that we have but how well those skills are used. We believe clients will be happier, more healthy, and richer if they have these skills.
We believe there is a difference between "therapy" and "coaching". Therapy focuses on fixing problems, while coaching focuses on developing strengths.
Therapists can often be focused on symptoms such anxiety, depression, anger, etc. while coaches are more concerned with strengths such as resilience and optimism, confidence, self awareness, self-awareness, and so on. They both focus on change.
Coaches, on the other hand, are trained to help people build their strengths. Therapists are trained to solve problems. People often feel ashamed about their own self-esteem and think that talking to someone else will make them feel better. But, this is false.
Coaches will ask clients questions to help them find the answers. For example, what do you enjoy doing? Or, you could ask yourself "Who would it be without limitations?"
They don't tell clients what to do. They help clients discover what makes them happy. They help people see their whole self - the body, mind and spirit. Rather than focusing on the problem.
Life coaching is not only more effective than traditional therapies but it also has the added advantage of being cheaper.
Therapy is usually a series of sessions per week that last several months or years. A good therapist should charge between $50-$100 for each session. Even if you only have one session per month you could be spending thousands of dollars annually on therapy.
A life coach works with you once every two weeks for a fraction of the cost. Because life coaching costs less, it's affordable for many.