Happy Birthday Larry! We hope you have a wonderful birthday today! #birthdayboy #birthday #anotheryearwiser #wealthcoach #wealthcoachofkentucky #wealthmanagement #emoney #lifeinsurance #healthinsurance #financialservices #financialplanning #financialgoals #financialliteracy #financialindependence #moneygoals #insurancetips #insuranceagent #insuranceagentlife #lifeinsuranceagent #lifeinsuranceawareness #loveinsurance #insuranceinkentucky #kentucky #shoplocal #sharethelex #eaglestrategies #phoenix #arizona
Wealth Coach Of Kentucky, dba Larry E. Botts & Associates
Financial Services
Lexington, KENTUCKY 53 followers
It's the service after the sale that counts!
About us
Larry E. Botts, CLU®, ChFC®, MSFS, RICP® with Wealth Coach of Kentucky provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Larry E. Botts and Oscar Brewer are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Larry E. Botts and Oscar Brewer are also Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company. 444 Lewis Hargett Circle, Suite 115 Lexington, KY 40503 (859) 268-1987 Larry E. Botts and Oscar Brewer are Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services. Larry E. Botts and Oscar Brewer are not licensed in all jurisdictions. Oscar Brewer' CA ins lic. #0M31549. Wealth Coach of Kentucky is not owned or operated by New York Life Insurance Company or its affiliates. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
- Website
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http://www.wealthcoachofkentucky.com
External link for Wealth Coach Of Kentucky, dba Larry E. Botts & Associates
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Lexington, KENTUCKY
- Type
- Privately Held
- Founded
- 2001
- Specialties
- 401k Rollovers, Account Management, Annuities, Asset Protection, Business Exit Strategy, Business Insurance Planning, Business Succession Planning, Buy-Sell Agreements, Charitable Giving, Education Funding Strategies, Employee Benefits, Estate Planning, Grandchild Gifting, Income Protection, Investments, Key Person Protection, Legacy Planning, Life Insurance, Lifetime Income Strategies, Long-Term Care Insurance, Multi-Generational Planning, Multi-Generational Wealth Transfer, Mutual Funds, Retirement Income Strategies, Retirement Planning, Succession Planning, Supplements to Employee Benefits, Wealth Preservation Planning, and Wealth Transfer Strategies
Locations
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Primary
Get directions
651 Perimeter Drive
Suite 200
Lexington, KENTUCKY 40517, US
Employees at Wealth Coach Of Kentucky, dba Larry E. Botts & Associates
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Larry E. Botts, CLU®, ChFC®, CAP®, RICP®, MSFS
Multi-Gen. Firm specializing in Capturing Human Life Values, Financial, Legacy, Business, Retirement, Accumulation, Distribution, Employee Benefits…
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Rachel Elam, LSA
VP of Marketing at Wealth Coach of Kentucky, a Multiple Generational firm based in Lexington, KY
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Carter P
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Madelynn Livendale
University of Kentucky Graduate | Finance and Marketing
Updates
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Is your retirement protected from the new tax laws? This insightful, on-demand seminar shows you strategies to help protect your retirement funds. View on-demand any time before 5/13/2024: <https://bit.ly/43JAnco
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We know that 39% of women switch financial advisors citing poor customer service as a key factor. But you'll never get that with us. Unlike most other companies, New York Life provides their agents with training to better understand and help serve women who invest. That's how I know I can help. This #WomensHistoryMonth, reach out and let's discuss how I can help you lead the charge of your financial future. #IWD2024
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You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join us for this live event and learn how to help protect your retirement funds from taxes. Register now at: https://lnkd.in/eC4eqZRu
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Small business owners, are you showing your employees the appreciation they deserve? Today is Employee Appreciation Day and New York Life is here to help you support your employees with valuable benefits like Life and Disability Insurance. Reach out and let's work together to determine the right solutions for you and your employees.
Small Business Employee Benefits | New York Life
newyorklife.com
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If you're a parent of a college-bound kid, a 529 plan can be a great help in paying for your child's education. But did you know that a 529 plan can only be used for qualifying educational expenses? The cash value of a whole life insurance policy has no limitations. Learn how adding whole life insurance to your college savings strategy can give you more flexibility, and reach out if you have questions.
Supplement College Savings With Whole Life Insurance | New York Life
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You show love to your partner in ways that you know will make them happy. But don’t sleep on financial preparation and life insurance. Insuring your love is as easy as 1-2-3. #InsureYourLove
How to Get Life Insurance | New York Life
newyorklife.com
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Meet Rachel! She has been with Wealth Coach for 13 years, starting out with us at 16 years old. Rachel has both of her life & health insurance licenses and is currently studying for her series exams. In 2018 Rachel signed on with @newyorklife as an LSA for Larry Botts. Customer Service is her specialty when it comes to serving our clients at Wealth Coach including our social media and marketing. She is also very involved in the Lexington community giving her time to Junior League of Lexington, Sunrise Toastmasters, Steering Committee member for Commerce Lexington’s Emerge Conference for 2024, Steering Committee member for Leadership Lexington’s Youth Program, Bluegrass Beekeeper’s Association, Kentucky Beekeeper’s Association, alumni committee member for Lexington Christian Academy, and has participated in multiple leadership programs through @commercelex Leadership Central Kentucky class of 2020-2021, Leadership Lexington class of 2021-2022. Her goal in life is to empower other women in the financial industry as well as any industry in believing they can and will succeed.
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