Chuck Roth Email & Phone Number

I am an independent financial advisor in Louisville, Kentucky, and I have been helping clients reach their financial goals since 1991. Contact me to get a free consultation on all of your insurance and investment needs.Money Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on it site or on the Money Concepts page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements or any other content that may appear on LinkedIn or on other LinkedIn -affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice.This Page is intended for US persons only. Any non-Money Concepts URLs or external websites mentioned on LinkedIn are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its Content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company. Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money.All Securities Offered Money Concepts Capital Corp. Member FINRA /SIPC© 1979-2010 Money Concepts International Inc.

Listed skills include Small Business, Fixed Annuities, 401K, Iras, and 14 others.

• 

  Owner

  Money Concepts

  Oct 1993 - Present

  As a Certified Senior Advisor, I am able to understand the financial, social and health issues that many seniors face. I work primarily with individuals who are retired or close to retirement, and I help them navigate the transition from accumulating wealth to living off of what they have and making a plan to pass it on to the next generation. I offer my clients retirement planning, estate planning, education planning and investment management services among others.As an independent advisor, I have the freedom to help my clients select those products and services that best fit their needs. Rather than being limited to a small number of products and services, I have literally thousands of nonproprietary offerings available to me, so I am able to help match the appropriate product with each client’s unique needs, wants and risk tolerance.