- Understanding your current personal and financial circumstances
- Defining your goals
- Analyzing your potential courses of action
- Developing recommendations
Financial Planning
Investment Management
- Portfolio and accounts (401k, Roth, IRA) review
- Asset allocation
- Withdrawal strategies
- Tax efficiency
Risk Management & Insurance
- Review of existing policies
- Life insurance needs
- Long term care insurance
- Disability income insurance
Why Choose Ruby Financial Planning™?
I collaborate with individuals and families to create a financial plan that will affirm their investments and insurance coverages (including life, disability income and long-term care) will help enable them to achieve goals like saving for college and taking that retirement trip you always hoped you could. I can help you work through your Medicare and Social Security decisions as well. The most positive feedback I receive is when I go through a retirement cash flow analysis with clients and prove to them that they can either retire early, keep their standard of living for the rest of their life or that they might need to work a couple more years than they planned.
Contact UsABOUT BRIAN
Hey, I’m Brian and here’s my story in a few sentences. I grew up in Ashland, KY by way of Findlay, OH. Landed in Lexington to attend UK and spent 25 years there before recently moving to the Louisville area, my wife’s hometown. She and I have loved raising our two daughters and whippet while running them all over the state and country for soccer and tennis matches. I’m a long-suffering fan of Arsenal and the US women’s and men’s national teams. In no particular order I really like doughnuts, bowls of pho and craft beers…I’d be delighted to sit down with you over any one of these and learn about your financial goals.
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