Allison Kees

Allison Kees Email and Phone Number

Financial Planner @ Freedom Financial Group, LLC
Florence, KY, US
Allison Kees's Location
Florence, Kentucky, United States, United States
Allison Kees's Contact Details

Allison Kees personal email

n/a

Allison Kees phone numbers

About Allison Kees

Life is constantly in motion. Because of the constant movement, financial decisions can sometimes be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard.As a Financial Planner with Prudential, I specialize in comprehensive financial planning services for a fee.Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs.The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non-product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both.My financial planning services cover:• Retirement planning• Education planning• Estate planning strategies• Risk Management• Insurance Needs• Investment Planning• Funding for a Major Purpose• Current Net Worth and Cash Flow Statements

Allison Kees's Current Company Details
Freedom Financial Group, LLC

Freedom Financial Group, Llc

View
Financial Planner
Florence, KY, US
Website:
prudential.com
Employees:
28358
Allison Kees Work Experience Details
  • Freedom Financial Group, Llc
    Financial Planner
    Freedom Financial Group, Llc
    Florence, Ky, Us
  • Freedom Financial Group, Llc
    Financial Planner
    Freedom Financial Group, Llc Jun 2008 - Present
    71 Cavalier Blvd, Ste 205 Florence Ky 41042
  • Prudential Financial
    Financial Planner At Pruco Securities, Llc
    Prudential Financial Jun 2008 - Present
    Florence, Kentucky
    • Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors, and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients adjust due to our ever-changing environment.

Allison Kees Education Details

  • College Of Mount Saint Joseph
    College Of Mount Saint Joseph
    Paralegal & Business
  • Mt. Saint Joseph University
    Mt. Saint Joseph University
    Business And Paralegal
  • Oak Hills High School
    Oak Hills High School
    College Prep

Frequently Asked Questions about Allison Kees

What company does Allison Kees work for?

Allison Kees works for Freedom Financial Group, Llc

What is Allison Kees's role at the current company?

Allison Kees's current role is Financial Planner.

What is Allison Kees's email address?

Allison Kees's email address is al****@****ial.com

What is Allison Kees's direct phone number?

Allison Kees's direct phone number is +185964*****

What schools did Allison Kees attend?

Allison Kees attended College Of Mount Saint Joseph, Mt. Saint Joseph University, Oak Hills High School.

Who are Allison Kees's colleagues?

Allison Kees's colleagues are Ermi Simarmata, Gavin Zou, Mike Ronquillo, Karim Boboyev, Frank Gelormini, J.d., Mba, Lila Roma, Russell Brown.

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