Financial & Retirement Planning Services

 

”See a need and fill a need.” With many individuals retiring daily, financial and retirement planning services are needed! TKM Financial Services, LLC:

    Has the passion to serve clients in an honest, client-first and comprehensive manner
    Gets satisfaction knowing real value is brought to clients, whether through simplifying clients’ finances, restructuring clients’ insurance strategies so as to eliminate premiums and increase death benefits or providing clients comfort in their knowing that retiring comfortably is achievable
    Wants to make a difference and be relevant in the lives of clients and the vibrancy of our community

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP®(with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

TKM Financial Services, LLC offers …

TKM Financial Services LLC. offers fee-based comprehensive financial planning in which all areas of a client’s financial life are reviewed to ensure alignment with the client’s goals, resources and personal values.

The firm also offers risk management solutions in the form of life, disability and long-term care strategies.* Todd partners with over 100 carriers to provide clients with customized strategies that are cost-efficient and in line with the client’s overall financial goals.

In addition to these services, the firm utilizes an open architecture structure in which the firm partners with various advisors to provide investment and estate planning services. This structure places the clients’ needs first, promotes holistic client servicing and maximizes the service levels the firm provides to clients.

Call the firm at (502) 450 PLAN (7526) or click here to fill out a request form and I will contact you!

 

The Firm's New Home

 

TKM Financial Services

 

I am excited to announce the move of TKM Financial Services, LLC to 9300 Shelbyville Road here in Louisville! A huge “thank you” to the many clients and supporters of the firm who have contributed to the firm’s growth since its beginning in 2017!