Ross Kline - Financial Advisor

Frankfort, Kentucky

★ 5.0 (23 reviews)
Call (502) 362-3674 Visit website →

About

Ross Kline is a financial advisor in Frankfort, Kentucky, holding the CWMS® credential, who provides financial planning and investment management services with a focus on retirement income planning for professionals and retirees. His practice follows a fiduciary standard and employs a three-stage planning process—organize, formalize, and implement—that includes comprehensive goal review, portfolio analysis, insurance needs assessment, and customized investment selection using various vehicles such as managed accounts, ETFs, mutual funds, and annuities. Kline emphasizes personalized strategy development based on individual objectives, time horizon, risk tolerance, and tax situation, with regular monitoring and adjustments to keep plans aligned with client goals.

Specialties

Retirement Planning Investment Management

Firm details

Languages
English
Hours
Sunday: 8AM-6PM, Monday: 8AM-6PM, Tuesday: 8AM-6PM, Wednesday: 9AM-6PM, Thursday: 8AM-6PM, Friday: 8AM-6PM, Saturday: 8AM-6PM
SEC registered
No

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