Wealth Stewards for Generations
As an independent firm, we can "hand pick" appropriate investments and other financial products according to each individual's goals and risk tolerance. We are pleased to be able to offer comprehensive financial advice through our broker/dealer, LPL Financial, the #1 independent broker/dealer* in the nation.
We take a team approach to add a broader perspective to all we do, providing increased benefits to our clients.
Our team at Trade Street Wealth Advisors can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We can also answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced LPL Financial Advisors, Jason Karr and BK Ragan have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation and needs.
There is no cost to meet with us to discuss your needs with investments, 401(k) rollover services, retirement planning, college planning, mutual funds, estate planning, long term care insurance, and many other financial concerns. We look forward to seeing you!
*As reported by Financial Planning magazine June 1996-2022, based on total revenue.
Financial Planning
Financial Planning looks at your entire financial life—your income, spending, investments, taxes, insurance, and long-term goals. It’s the big-picture plan that guides your money decisions at every stage of life. At Trade Street Wealth Advisors, we create personalized strategies that align your money with your life goals.
Wealth Management
Wealth Management is broader and more ongoing. It includes financial planning but also focuses on growing, preserving, and transferring your wealth. Wealth management combines investments, tax strategies, retirement planning, estate planning, and risk management into one coordinated approach—especially for clients with more complex financial needs. At Trade Street Wealth Advisors we will work with you and strive to create a comprehensive approach to grow, preserve, and transfer your wealth.
Risk Management
Risk Management is about making sure life’s surprises don’t knock your financial plan off course. At Trade Street Wealth Advisors, we analyze “what if” scenarios—such as market swings, health events, or changes in income—and show how they could impact your future. By planning ahead, we can put strategies in place that aim to help preserve your savings and keep you on track toward retirement.
Retirement Planning
Retirement Planning is the process of preparing for and managing the transition from your working years into retirement. While financial planning looks at your overall financial life, retirement planning focuses on shifting from building wealth to using it—by being committed to creating dependable income, preserving your savings, and designing a retirement lifestyle that seeks to give you financial independence. At Trade Street Wealth Advisors our process includes a thorough assessment of your assets, risk tolerance, and desired retirement lifestyle, pursuing a smooth, confident transition.
Legacy & Estate Planning
Legacy and Estate Planning is about safeguarding what you’ve built and making sure it’s passed on the way you intend. At Trade Street Wealth Advisors we help you create a clear plan that reduces stress for your loved ones, minimizes taxes, and seeks to ensure your wishes are carried out. Whether it’s providing for family, giving to causes you care about, or simply leaving things in good order, we make sure your legacy reflects what matters most to you.