State Retirement Systems Campbellsville KY

Retirement is the time to relax and enjoy life, but every retiree should know there benefits and should have a clear plan to stay financial secure. Different state employees can receive different retirement plans depending upon the job they held and the amount of years in the state system. Listed below are companies that can assist with your retirement plan.

Mr. Bryon N Milby, CFP®
(270) 789-0592
PO Box 1091
Campbellsville, KY
Areas of Specialization
Accounting, Comprehensive Financial Planning, Estate Planning, Investment Management, Small Business Planning, Tax Planning, Tax Preparation

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US Bank - Lebanon KY Office
(270) 692-3181
131 W Main St
Lebanon, KY
Drive Up Hours
Mon 08:30 am to 05:00 pm
Tue 08:30 am to 05:00 pm
Wed 08:30 am to 05:00 pm
Thur 08:30 am to 05:00 pm
Fri 08:30 am to 05:00 pm
Sat 08:30 am to 01:00 pm

Stuart Coats
Coats Financial Planning
(502) 426-0300
804 Stone Creek Parkway, Suite 7
Louisville, KY
Expertises
Middle Income Client Needs, Hourly Financial Planning Services, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, MBA

Jerome Zimmerer
D. Scott Neal, Inc.
(800) 344-9098
PO Box 2010
Lexington, KY
Expertises
Ongoing Investment Management, Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CPA/PFS

Melody Townsend
Townsend Financial Planning
(859) 498-2020
124 N. Maysville Street, Suite B
Mount Sterling, KY
Expertises
Hourly Financial Planning Services, Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Cash Flow/Budgets/Credit Issues, Insurance Related Issues, including Annuities
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. W. Travis Webb, CFP®
(270) 304-8591
148 Montgomery Ct
Lebanon, KY
Firm
Independent
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Investment Planning, Life Planning

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Johanna Fox Turner
Milestones Financial Planning, LLC
270/247.0555
907 Paris Road
Mayfield, KY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Tax Planning, Planning Issues for Business Owners, Retirement Plan Investment Advice, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

William Cox
William W. Cox CPA/PFS CFP
(270) 444-0410
PO Box 8064
Paducah, KY
Expertises
Estate & Generational Planning Issues, Middle Income Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, CPA/PFS, MBA

Ralph Scearce
Cambridge Financial
(859) 269-3104
1089 Chinoe Road
Lexington, KY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

W. Michael Cooper
Cooper Management Service, Inc.
(859) 259-0063
106 W. Vine Street. Ste 700
Lexington, KY
Expertises
High Net Worth Client Needs, Planning Issues for Business Owners, Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Plan Investment Advice, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CFS

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