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FINANCIAL PLANNING | INVESTING | FEE ONLY | FIDUCIARY | CFP® PROFESSIONAL

DEEP UNDERSTANDING

TAILORED INSIGHTS

Our practice is focused on serving clients just like you. We work with clients in the Ashland, Kentucky area and nationwide who see money as a tool and not the end goal. Our clients embrace the idea of aligning their wealth with their ideals. We believe that wealth is more than just money. It's the sum of our time, talents, and treasure. Our clients want to use their wealth to make a difference in the world.

FINANCAL PLANNING

FINANCIAL

PLANNING

A Comprehensive Approach

Financial planning is a dynamic – and highly personalized – process that adapts and adjusts with you. From your first job to becoming financially independent, we know the problems that you face.

The starting point is a holistic plan that serves as a foundation and is customized to address all aspects of your financial life. This provides an understanding of where you are today, where your risks lie, and what must be done to accomplish your goals.

From there, our job is to simplify and prioritize the plan into actionable steps that we help you implement over time. As life inevitably changes, we proactively monitor your plan and make adjustments as necessary.

TAX PLANNING
CASH FLOW AND SAVINGS
DEBT MANAGEMENT
CAREER CONSULTATION
RETIREMENT PLANNING
COLLEGE PLANNING
INSURANCE PLANNING
EMPLOYEE BENEFITS
CHARITABLE GIVING

PLANS + PRICING

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Historic buildings in Lexington, Kentuck

MANAGEMENT

INVESTMENT

Expert Guidance

Have you already accumulated some wealth? You’re on the right track. This brings up new wealth management opportunities. We will implement an intelligent, diversified, tax efficient investing strategy to help you reach your goals.

We Believe

Markets

Are Efficient

Costs

Matter

Market Timing is Impossible

Diversification Works

Philosophy

Agreement on investment philosophy is critical to a successful relationship. Our investment approach is characterized by the following considerations:

Controlling costs is critical. We use index funds as a means of controlling expenses, which keeps more money in your pocket.
We keep turnover to a minimum. We're not going to place trades unless it's in your best interest.
Discipline matters. We don't make investment decisions based on emotion.
Diversification is key. Broad equity and fixed income diversification is the key to managing risk.
We aren't stock pickers, nor do we try to beat the market. Evidence shows this to be a fools errand. Investing, when done well, is boring.

PLANS + PRICING

INVESTMENT MANAGEMENT

OUR CLIENTS

Our clients come from a variety of backgrounds and industries. Many of our clients are attorneys. Some work for large firms and others are solo practitioners. We also have many clients who work in the oil and gas or coal industries. Most of our clients are focused on reaching financial independence, at a quicker than average pace. They realize that there is more to life than just work.

The common theme is that our clients expect planning that is tailored to their situation. Through deep knowledge in a variety of fields, we are able to meet, and exceed, their expectations.

CLIENTS

WHAT ARE YOUR BIGGEST FINANCIAL CONCERNS ?

Paying off your student loans
Investing for retirement
Making sure you're protected
Minimizing your taxes
Saving for children's education
Dealing with rapid income growth
Career Planning

High Income Young Professionals

Cash flow management
KPI's for your firm
Choosing a retirement plan
Disability insurance coverage
Employee benefit elections
Tax planning
Succession Planning
Gaining control of your personal finances
Intentional goal setting

Attorneys

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Having enough money to retire
Paying for healthcare in retirement
Disability insurance coverage
Employee benefit elections
Tax planning
Gaining control of your personal finances
Cash flow planning
Intentional goal setting

Retirees and Pre-Retirees

ABOUT

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JEB JARRELL

OUR ADVISOR

Having grown up in eastern Kentucky, I learned the value of hard work early on in life. The value of integrity was emphasized from an early age.

I founded Plentiful Wealth to bring an expert, transparent and straightforward approach to wealth management.

My mission is to guide my clients to a fulfilling life by aligning their values and their money.

So what are my core values? Integrity, diligence, and competence. I learned these values from my father and I intend to pass them on to my son.

I believe a handshake is a promise, few things are more important than attention to detail, and professional competence is non-negotiable.

Professionally, I've spent the better part of the last decade in the financial services industry. I began my career as an intern in 2013, and have worked my way to owning my own firm.

My education is focused on financial planning. My undergraduate degree is in economics from the University of Kentucky. I also have a masters degree, with a focus on advanced financial planning and taxation. Finally, I'm a Certified Financial Planner designee, and I hold the Chartered Advisor in Philanthropy designation. I'm a nerd and I enjoy learning, particularly when that learning benefits my clients.

ABOUT

We take the complexities of your financial life and simplify things. Our job is to build a roadmap that you can understand. We don't believe in jargon. We’ll bring simplicity, understanding and clarity to your biggest financial concerns - from paying off your student loan debt to tax planning and investment management... and everything between.

Our focus is on making your financial future more sustainable so that you can continue to make a positive impact on the world around you.