Plentiful Wealth, LLC

Plentiful Wealth, LLC We help clients maximize their return on life by aligning their wealth and ideals. Your money, including your investments, should reflect your values.

Plentiful Wealth, LLC provides comprehensive and objective financial planning and portfolio management to help attorneys and professionals from the energy industry organize, grow and protect their assets through life’s transitions. To that end, we still work with clients on traditional financial planning topics like retirement projections, tax-efficient withdrawal strategies, Social Security max

imization, and protection planning, but we also provide guidance on topics such as charitable gifting and socially responsible investing.

Are you considering selling your business to current stakeholders? In Episode 16, I interview Charles Hall who founded ...
10/12/2022

Are you considering selling your business to current stakeholders? In Episode 16, I interview Charles Hall who founded the Association Services Group. He eventually decided to sell the business. Charles shares his experience in this episode. Click below to listen.

Episode 16: Louisville Certified Financial Planner Jeb Jarrell interviews Charles Hall who is the former president of the Association Services Group. He recently sold his interest in the business and is now semi-retired. They’ll discuss how Charles build the business, his transition out of the bus...

Katie Blakeley has a fascinating story to tell. In Episode 15 of my podcast, I interview her about her rise to CEO of P...
09/21/2022

Katie Blakeley has a fascinating story to tell. In Episode 15 of my podcast, I interview her about her rise to CEO of PetFirst, an innovative company selling pet insurance. She discusses the journey to an eventual sale to MetLife and life after acquisition. Click below to listen!

Episode 15: Louisville Certified Financial Planner Jeb Jarrell interviews Katie Blakeley. She rose to lead PetFirst, a pet insurance company and played a significant role in its growth and ultimate sale to MetLife. Jeb and Katie explore her journey and what she learned.

In Episode 6 of my financial planning podcast, I'll answer questions you might be wondering about as well. I hope you'l...
12/14/2021

In Episode 6 of my financial planning podcast, I'll answer questions you might be wondering about as well. I hope you'll find it informative.

Episode 6: Certified Financial Planner Jeb Jarrell answers 3 questions he hears most often from clients and those thinking about hiring a financial advisor.

Address

1627 Greenup Avenue Ste 217
Ashland, KY
41101

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16067750246

Website

Alerts

Be the first to know and let us send you an email when Plentiful Wealth, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Plentiful Wealth, LLC:

Shortcuts

Share

Category