More often than not, conversations about finances are the last topics people want to discuss. But if you have to have them, there’s no one better to talk to than the team at WealthSouth.
No matter your life stage — starting your first job, mid-career and wanting to better understand the financial planning process, or nearing retirement — WealthSouth’s team is equipped to understand your situation and help you attain your goals.
What we tried:
We met with Tim Yessin, a Wealth Management Advisor at WealthSouth, for a financial planning session.
To be honest, meeting with Tim is more like hanging out with a friend — an easy, judgment-free conversation. His goal is not to sell you on their services but to understand your situation and educate you on options + action steps.
In the first meeting, you’ll lay out your financial picture — where you are currently + where you want to go. Just as each person and situation is unique, so is the roadmap and plan you will receive.
What not to miss:
The casual atmosphere + ease of conversation with the team at WealthSouth (which has a deep roster of specialists with a combined 300 years of experience serving Kentucky clients).
Leaning into relationship building + education, WealthSouth can help you understand the right steps you need to take to control of your money and grow your wealth through their Understand/Engage/Validate process.
What we’re still talking about:
WealthSouth’s willingness to support you, even if you only have an initial consultation. Unlike other firms, there is no charge for your first meeting.
The team recognizes that financial contentment is rare, and they want to change that. Whether you are just beginning to wrap your head around your finances, or are thinking about what you want to leave behind for future generations, WealthSouth is there to support you.
To them, you aren’t just a customer or an account, you’re a person with goals, and they want to see you succeed.
How you can experience this:
Contact WealthSouth to schedule your free financial wealth assessment.
Things to know if you go:
- Experience: Financial Planning Session
- Price: Your first meeting is free.
- Website: wealthsouth.com
- Address: 106 W. Vine St., Lexington
- Social: Facebook | Instagram
