Ross Kline, CWMS®

What was your first job?

My father started a tax and accounting practice when I was born, so my first job was working for the family business doing data entry and learning tax preparation.

What is your definition of happiness?

I believe the state of being “happy” results from a life of balance between faith, family, work, and play.

What is your favorite book?

I know it sounds cliché, but my favorite book is definitely the Bible. The profound wisdom, incredible stories, and prophecies fascinate me!

As a retirement income planning specialist based in Frankfort, Kentucky, I focus on helping individuals build the financial security they need to enjoy their future with confidence. My approach is rooted in understanding your unique goals and crafting a personalized investment strategy that reflects the life you want to live. Whether you’re approaching retirement or already retired, my role is to provide ongoing guidance, ensuring your investments stay aligned with your long-term objectives and adjusting to any changes along the way.

With years of experience working with successful professionals and retirees, I recognize that effective retirement planning is about more than just numbers. It’s about providing clarity and peace of mind. I take the time to understand your financial priorities, balancing growth with risk management to create a comprehensive plan tailored to your needs. I believe in a proactive, relationship-based approach, where you feel supported, informed, and empowered to make decisions with confidence.

Trust and transparency are at the heart of my practice. I know that managing significant assets and preparing for a fulfilling retirement can be complex, which is why I emphasize clear communication and regular check-ins to keep your financial plan on track. My clients appreciate the high level of attention and dedication I bring to each meeting, knowing they have a trusted partner who is always looking out for their best interests.

Outside of my work, I lead an active lifestyle, enjoying hobbies like bodybuilding, mountain biking, and CrossFit. This balance of focus and energy carries over into my professional life as I help clients build financial strategies that support both their immediate needs and future aspirations.

If you’re looking for a personalized, thoughtful approach to retirement income planning, I’m here to help. Together, we’ll create a plan designed to preserve your wealth, provide income, and give you the confidence to enjoy the retirement you’ve worked so hard to achieve.

Check the background of this investment professional on FINRA’s BrokerCheck.