Triple Crown Financial
Meet the Triple Crown Financial team of Co-Founding Financial Advisors: Brittany Miller Edelen and John Stogner and Associate Financial Advisor, Sawyer West.
Class Act’s partnership with TCF aims to help you.
- Save and invest for retirement, college and other goals
- Craft personalized financial plans specifically for your needs and goals
- Help protect your family and loved ones
- Plan your legacy
With over 50 years of combined industry knowledge, the Triple Crown Financial team offers insights to help you grow your wealth and protect your assets.
The Triple Crown Financial teams is proud to be one of the leading 403b providers in the local public-school system. They specialize in helping educators to plan with state pensions and social security impacts.
Contact Brittany, John and Sawyer at Triple Crown Financial today!
- Office: 859-273-2171
- Mobile Call or Text: 502-754-3374
- Email: TripleCrownFin@CeteraInvestors.com
- Website: TripleCrownFin.com
Available Services
| Investment | Estate Planning & Philanthropy | Cash Flow & Budgeting | Retirement Considerations | Risk Management & Insurance | Family Services | Tax Management |
|---|---|---|---|---|---|---|
| Portfolio Management & Risk Analysis | Charitable Giving | Cash Flow Analysis | Retirement Goal Setting | Review of Existing Policies | College Savings | Review of Cost Basis |
| Asset Allocation & Diversification | Guardians for Minor Children | Expenses & Budgeting | Social Security Analysis | Life Insurance Needs | 529 College Savings Plans | Review Realized Gains |
| Concentrated Stock Analysis | Asset Protection Analysis | Debt Management | Business | Long-Term Care Insurance | Benefits of Roth IRAs for Children | Deductions & Credits |
| Asset Location | Marital Deduction Planning | Planned Purchases | IRA Contributions & Conversions | Disability Insurance | Gifting | Potential Roth Conversions |
| Investment Risk Control Strategy | Planning for Children with Special Needs | Emergency Savings | 401(k) & Employer-Sponsored Plans | Beneficiary Reviews | Elderly Guidance | Asset Location |
| Second Opinion Reviews | Charitable Trust Reviews | Mortgage Review | Annuities & Pension Review | Tax Advantages of Life Insurance | Legacy Planning | |
| Portfolio Stress-Testing | Gifting | RMDs & Withdrawal Strategies | Critical & Chronic Illness | Divorce & Widowhood Services |
Investment
Estate Planning & Philanthropy
Charitable Giving
Cash Flow & Budgeting
Cash Flow Analysis
Retirement Considerations
Retirement Goal Setting
Risk Management & Insurance
Review of Existing Policies
Family Services
College Savings
Tax Management
Review of Cost Basis
Estate Planning & Philanthropy
Guardians for Minor Children
Cash Flow & Budgeting
Expenses & Budgeting
Retirement Considerations
Social Security Analysis
Risk Management & Insurance
Life Insurance Needs
Family Services
529 College Savings Plans
Tax Management
Review Realized Gains
Estate Planning & Philanthropy
Asset Protection Analysis
Cash Flow & Budgeting
Debt Management
Retirement Considerations
Business
Risk Management & Insurance
Long-Term Care Insurance
Family Services
Benefits of Roth IRAs for Children
Tax Management
Deductions & Credits
Estate Planning & Philanthropy
Marital Deduction Planning
Cash Flow & Budgeting
Planned Purchases
Retirement Considerations
IRA Contributions & Conversions
Risk Management & Insurance
Disability Insurance
Family Services
Gifting
Tax Management
Potential Roth Conversions
Estate Planning & Philanthropy
Planning for Children with Special Needs
Cash Flow & Budgeting
Emergency Savings
Retirement Considerations
401(k) & Employer-Sponsored Plans
Risk Management & Insurance
Beneficiary Reviews
Family Services
Elderly Guidance
Tax Management
Asset Location
Estate Planning & Philanthropy
Charitable Trust Reviews
Cash Flow & Budgeting
Mortgage Review
Retirement Considerations
Annuities & Pension Review
Risk Management & Insurance
Tax Advantages of Life Insurance
Family Services
Legacy Planning
Tax Management
Estate Planning & Philanthropy
Gifting
Cash Flow & Budgeting
Retirement Considerations
RMDs & Withdrawal Strategies
Risk Management & Insurance
Critical & Chronic Illness
Family Services
Divorce & Widowhood Services
Tax Management