• Strengthening Your Financial Future

    At Paducah Financial Consultants, we’re all about you.

    Know, plan, thrive. Our comprehensive strategies begin with tailored questions and our undivided attention. By understanding your unique situation, we can more effectively help you plan for the future. And with a truly customized plan, you can thrive. Beyond mere numbers, we believe long-term relationships are the key to promoting your success.

    At Paducah Financial, we value earning and keeping your trust. No matter where you are in your journey, our mission statement remains the same: to provide objective financial guidance that helps build, protect, and transfer your wealth.

  • Life Planning

     

    Retirement

    Whether you’re just starting out or are gearing up to leave the workforce, retirement planning is a process best started early. Our strategies will help you maintain your lifestyle and prepare for retirement with confidence.

     

    Financial Planning

    Optimizing your portfolio requires an integrated approach to financial planning. Our professionals will bring you fully customized and objective wealth strategies that pursue the financial obligations of today while seeding to provide for your future.

     

    Insurance

    Are you and your loved ones protected from the unexpected? As a comprehensive financial planning firm, we offer a variety of services that help seek the protection of you and your family.

  • Meet Our Advisors

    • What do you enjoy most about being a financial planner? My favorite time is helping clients determine and pursue their goals and dreams! It is truly fulfilling to watch our clients succeed.
    • Why did you join Paducah Financial Consultants? My definition of a Financial Advisor is one that is a champion and advocate of the client and their financial priorities. Our team is very client focused and listens to the clients so that we can provide thoughtful, relevant advice to help them address their goals.
    • How long have you been in Paducah? I have called this beautiful city home for over 8 years. The best parts of Paducah are the friendly people, arts, recreational activities and community.

    Gayle Martin

    CFP®, CPA, PFS
    • How do you most enjoy spending time outside the office? I love spending time with friends and family. Since our children are grown, and they now have kids of their own, there is always an opportunity to share quality time together.
    • In the financial planning process, what gives you the most satisfaction? The greatest reward comes from seeing a client’s plan come to fruition. I enjoy meeting with clients, talking about hopes and desires, establishing a plan and putting it into action.
    • Are there any volunteer activities you feel passionate about? I have been actively involved with Reading Pals, where I have mentored the same young person for six years. I also serve as a Hospice volunteer.

    Caroline Korte

    Wealth Manager
    • What is your aspect of being a financial planner? The best part of being a Wealth Manager is learning about what makes each individual’s life meaningful. I am driven to provide our clients with clear and thoughtful planning.
    • As a new resident, what brought you to our city? I had the pleasure of visiting Paducah in 2008. The quaint city definitely left an impression, and the month after we were married, my husband and I relocated to Paducah.
    • How frequently do you meet with your clients? As frequently as possible! I take a proactive approach to financial planning, and I strongly believe that building a trusted relationship with each client is of the upmost importance.

    Melissa M. Jones

    Investment Representative
  • why we call it life planning

  • OUR FINANCIAL
    ADVISEMENT PROCESS

    Our professionals follow a six-step process essential to customized financial plans:

    Establishing Relationship

    Establishing Relationship

    With your interests in mind, all of our plans are dependent on your approval. We are dedicated to serving your financial needs and value your opinion throughout the planning process.

    Gathering Data and Goals

    Gathering Data and Goals

    With your interests in mind, all of our plans are dependent on your approval. We are dedicated to serving your financial needs and value your opinion throughout the planning process.

    Evaluating Financial Status

    Evaluating Financial Status

    With your interests in mind, all of our plans are dependent on your approval. We are dedicated to serving your financial needs and value your opinion throughout the planning process.

    Review our Recommendations

    Review our
    Recommendations

    With your interests in mind, all of our plans are dependent on your approval. We are dedicated to serving your financial needs and value your opinion throughout the planning process.

    Setting Your Plan to Action

    Setting Your Plan to Action

    With your interests in mind, all of our plans are dependent on your approval. We are dedicated to serving your financial needs and value your opinion throughout the planning process.

    Monitoring Portfolio Progress

    Monitoring Portfolio Progress

    With your interests in mind, all of our plans are dependent on your approval. We are dedicated to serving your financial needs and value your opinion throughout the planning process.