Paul Kelder - TIAA Financial Consultant

Paul Kelder – TIAA Financial Consultant Financial planner in Lexington
2365 Harrodsburg Rd suite b 250, Lexington, KY 40504

Paul Kelder is a TIAA Financial Consultant based in Lexington, KY, offering professional financial planning services. Located at 2365 Harrodsburg Rd, Suite B 250, Paul Kelder provides personalized financial advice to help clients achieve their financial goals, whether it be retirement planning, investment strategies, or wealth management. With a focus on tailoring solutions to meet individual needs, Paul Kelder is committed to providing clients with comprehensive financial guidance. Clients have rated his services highly, reflecting satisfaction with his expertise and client-centric approach.

Services Offered

• Retirement Planning
• Investment Strategies
• Wealth Management
• Tax Efficiency Planning
• Estate Planning

Cost Range

The cost of financial planning services can vary depending on the complexity of your financial situation and the specific services requested. Initial consultations may be complimentary, while ongoing financial planning services might range from $1,000 to $5,000 annually. For precise pricing, it is best to contact Paul Kelder directly for a personalized quote.

Local Tips

For those visiting Paul Kelder's office, it's located conveniently in the heart of Lexington, with ample parking available at the premises. After your consultation, consider exploring the nearby Beaumont Centre, known for its variety of dining options and shops.

Frequently Asked Questions

How can I schedule an appointment with Paul Kelder?

You can schedule an appointment by calling the office directly or visiting the TIAA website to book a consultation online.

What should I bring to my initial consultation?

Bringing recent financial statements, a list of assets and liabilities, and any relevant financial goals or questions can help make the initial consultation more productive.

Does Paul Kelder offer virtual consultations?

Yes, virtual consultations are available for clients who prefer to meet online due to convenience or location preferences.

America/New_York time zone
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