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Featured ReportIRA Rollovers: What You Need to Know
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| |  Whether your goal is saving money for your child's education, preparing for retirement, buying a home, or building a business, important financial choices must be made. To assist in these decisions, you need the skill and experience of a financial professional who understands your concerns and shares your vision. Mitch Settle is a Senior Vice President at Hilliard Lyons. He began his career in 1986 working with his dad, Roy Settle. Continuing in his father's tradition of excellence, Mitch developed The Settle Group of Hilliard Lyons, a team of licensed and trained professionals to assist him in his mission of helping clients build and maintain wealth. The Settle Group of Hilliard Lyons focuses on building strong, long-term relationships to carry over to future generations. The Group's objective is to provide integrity, commitment and trust to every client experience. Mitch is a graduate of Kentucky Wesleyan College where he is currently serving as Chairman of the Board. He was most recently awarded the Outstanding Alumnus by the Kentucky Wesleyan Board of Trustees. He also serves on the board of First Security Bank and the Green River Area Community Foundation. He is a member of the Estate Planning Council and Hilliard Lyons CEO Council since 1990. He earned the Hilliard Lyons designation Chartered Wealth Advisor® (CWA®) after completing an extensive program concerning various aspects of wealth management. In 2011, Mitch was awarded Top 1000 Advisors in America by Barron's Magazine. Our Mission:
To help you build and maintain wealth by utilizing our investment group's strengths, experience, and diversity
To assist you in making educated investment decisions in all aspects of your life
To provide extraordinary service and contribute to your prosperity and well-being
Our Values:
Committed to be the best in all we do
Committed to providing an outstanding customer experience
Dedicated to the concept that it is a privilege as well as a responsibility to serve you in a professional manner
We specialize in the following areas:
Portfolio evaluation and asset allocation strategies
Estate planning and wealth transfer
Charitable gifting strategies
Succession planning and other needs of business owners
Retirement planning
Risk management and insurance strategies
Insurance planning
If your financial position is such that it requires many levels of knowledge, The Settle Group can help bring it all into focus by designing a single, comprehensive strategy.
Our desire is for our clients to view us as experienced professionals, "trusted confidants" and partner, and the first ones to contact when life changes.
We can help you get where you want to be. Call or email The Settle Group today to get started on your personal investment journey.I am licensed in the following state(s):
AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, NV, NY, OH, OR, PA, SC, TN, TX, VA, WI
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| | ©2012 HILLIARD LYONS. All Rights Reserved.02/05/2012 | J.J.B. Hilliard, W.L. Lyons, LLC, member SIPC, FINRA, and NYSE, INC., provides securities products and services referenced on this site. The information on this site is not intended to be used as the primary basis of investment decisions. It is for informational purposes only and is not a representation by us or an offer or a solicitation of an offer to sell or buy any security. Furthermore, this site has been published in the United States for residents of the United States. It is not intended for use by or to provide information to investors outside of the United States. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For U.S. residents, services or products described may not be eligible for solicitation in your state. We invite you to contact us for further information. Copyright 2007 by J.J.B. Hilliard, W.L. Lyons, LLC, 500 W Jefferson Street, Louisville, KY 40202-2517, Tel. (800) 444.1854
Hilliard Lyons does not offer tax or legal advice. Please consult your tax advisor or attorney before making any decision that may affect your tax or legal situation.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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