How We Work
At Q2, we offer a wide range of services and we pride ourselves on customer care.
Our process follows the CFP® Board practice standards,
- Establish
- Gather
- Analyze
- Develop
- Present
- Implement
- Monitor
Our lead financial planner is a CERTIFIED FINANCIAL PLANNER® practitioner with a Master’s Degree in Personal Financial Planning.
At Q2, we know most investors need advice in plain English so we boil it down to five planning areas. Most clients start with retirement and tax while engaging our investment services to manage their accounts. Then, as we build our relationship we develop plans for estate and insurance needs.
For those who feel overwhelmed, a word of advice, just start, get the ball rolling and lean on us, we will guide you. We will be there every step of the way helping you understand and ask the questions to get the answers you need.
Who we serve:
- Retirees
- Pre-retirees
- Busy Professionals
- Young Professionals
- Families
- Widow or Widower
- Business owners
- University of Kentucky faculty and staff
- Eastern Kentucky University faculty and staff
- Lexmark management and staff
- Valvoline Ashland Oil management and staff
- Toyota management and staff