Creating a strategy centered around your life, your objectives, and your needs is our goal. We can help you get on the right path. Working your way to the top isn't easy-but it's not impossible. With the right financial plan in place and a strategic planning partner you trust, anything is possible.
As one of the oldest independent investment firms in Kentucky, First Kentucky Securities has the expertise to guide you through the turbulent markets. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
As one of the oldest independent investment firms in Kentucky, First Kentucky Securities has the expertise to guide you through the turbulent markets. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Services
Current Wealth Management is a proud extension of First Kentucky Securities, a firm dedicated to the highest level of excellence in the financial services sector since 1977, serving clients in 47 states. Our office helps individuals, families, and institutions elevate their personal, professional, and financial lives with service founded in integrity and compassion.
We've never met a person who regretted taking steps to plan for their future. Not when it came to securing continued income in retirement. And not when it came to ensuring their loved ones were financially cared for in their absence. At Current Wealth Management, our mission is simple: to help people plan for more.
Tyler D. Current, AIF, MBA, is a Senior Vice President and Partner at First Kentucky Securities, and serves on the Board of Directors. Tyler's group, Current Wealth Management, has been partnering with individuals, families and businesses in areas of personal and professional financial planning since 2010.
We help our clients plan for success-not failure. Our rigorous, disciplined process allows us to proactively develop strategies aimed at our client's short- and long-term objectives. Discovery: During our initial meeting, we take time to get to know who you are, where you're at, and where you want to go in the future.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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