About Wrenne financial planning llc
Wrenne Financial Planning LLC: Comprehensive Financial Planning for Physicians and Dentists
Wrenne Financial Planning LLC is a fee-only financial planning firm located in Lexington, KY. The company provides comprehensive financial planning services to physicians and dentists across the United States. With a team of experienced professionals, Wrenne Financial Planning LLC offers customized solutions to help clients achieve their financial goals.
The company was founded by John Wrenne, who has over 20 years of experience in the financial industry. He started his career as a stockbroker before transitioning into financial planning. John realized that many physicians and dentists were not receiving the personalized attention they needed when it came to their finances. He saw an opportunity to create a firm that would provide comprehensive financial planning services specifically tailored to these professionals.
Wrenne Financial Planning LLC takes a holistic approach to financial planning, taking into account all aspects of a client's life. The company's services include retirement planning, investment management, tax planning, estate planning, risk management, and more. Each client receives personalized attention from an experienced advisor who works closely with them to develop a customized plan that meets their unique needs.
One of the key benefits of working with Wrenne Financial Planning LLC is its fee-only structure. This means that the company does not receive commissions or other incentives for recommending certain products or investments. Instead, clients pay only for the advice they receive from their advisor. This ensures that clients receive unbiased recommendations that are in their best interest.
Another advantage of working with Wrenne Financial Planning LLC is its focus on serving physicians and dentists specifically. These professionals have unique needs when it comes to finances due to factors such as high student loan debt and complex compensation structures. The advisors at Wrenne Financial Planning LLC have extensive experience working with these clients and understand how best to address their specific challenges.
In addition to its core services, Wrenne Financial Planning LLC also offers educational resources to help clients stay informed about financial planning topics. The company's website features a blog with articles on a variety of financial planning topics, as well as a resource center with guides and calculators.
Overall, Wrenne Financial Planning LLC is an excellent choice for physicians and dentists who are looking for comprehensive financial planning services from experienced professionals. With its fee-only structure, personalized attention, and focus on serving these specific professionals, the company is well-positioned to help clients achieve their financial goals.