Retirement analysis
Reviews retirement cash flow and possible income needs.
Ruby Financial Planning, LLC
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About Ruby Financial Planning, LLC
Retirement cash flow analysis helps clients examine how their savings and income may support retirement plans. Ruby Financial Planning works with individuals and families on financial planning, investment management, and risk management. Planning includes reviewing personal and financial circumstances, defining goals, analyzing options, and developing recommendations. Investment services cover 401(k), Roth, and IRA account reviews, asset allocation, withdrawal strategies, and tax efficiency. The firm also reviews life, long-term care, and disability income insurance needs. Clients can discuss Medicare and Social Security decisions, as well as goals such as saving for college. Meetings are available at home, in an office, or online through Zoom. The firm is based in the Louisville area and identifies as a Certified Financial Planner practice.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment management
Includes account reviews, asset allocation, and withdrawal strategies.
Insurance review
Examines life, long-term care, and disability income coverage.
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