MONEYLINE WEALTH MANAGEMENT
Financial clarity.
A plan for what's next.
Personal financial planning and wealth management, rooted in Lexington and centered on your goals.
Lexington, Kentucky | 859-271-8694
A PERSONAL CONNECTION
Meet Mike Bidarian, CFP®
President & LPL Investment Advisor Representative
Based in Lexington, Mike helps individuals, families, and business owners bring their financial decisions together. A University of Kentucky finance graduate and CERTIFIED FINANCIAL PLANNER™ professional, he focuses on financial planning, retirement, investments, and insurance, with ongoing review as clients' needs change.
Meet MikeOUR SERVICES
How we can help
Explore the different pieces of a coordinated financial strategy.
01
Financial Planning
Coordinate investments, retirement, insurance, education funding, cash flow, and estate priorities within one financial strategy.
Explore Financial Planning02
Investment Management
Build and monitor a diversified portfolio aligned with your goals, time horizon, expected withdrawals, and tolerance for risk.
Explore Investment Management03
Retirement Planning
Evaluate retirement timing, income sources, Social Security, taxes, spending, health-care costs, and investment risk.
Explore Retirement Planning04
Life Insurance
Review protection needs for your family, business, and legacy goals.
Explore Life Insurance05
Long-Term Care
Consider the potential financial impact of extended care as part of your broader plan.
Explore Long-Term Care06
Employee Benefits
Help business owners evaluate retirement plans, group insurance, voluntary benefits, and employee education.
Explore Employee BenefitsOUR PROCESS
What to expect
01 Start with what matters
Discuss your goals, concerns, priorities, and important deadlines.
02 Bring the full picture together
Review your accounts, income, insurance, and other relevant information.
03 Agree on the next steps
Discuss gaps, tradeoffs, possible strategies, and responsibilities.
04 Keep your plan current
Review progress and adjust as your circumstances change.
COMMON QUESTIONS
Your questions, answered
Who does Moneyline serve?
We work with individuals, families, and business owners who want help coordinating important financial decisions.
What should I bring to a first meeting?
Bring your questions. Useful information may include account statements, retirement-plan details, insurance policies, income and spending estimates, and estate documents.
Can you help with an old 401(k)?
We can help review available options and considerations, including leaving assets in the former plan, moving them to a new employer plan if allowed, rolling to an IRA, or taking a distribution.
ROOTED IN LEXINGTON
A local team. A personal conversation.
Moneyline Wealth Management is based in Lexington, where most of our clients live. Get to know our team and the approach behind your financial planning conversation.
220 East Reynolds Road, Suite A-1, Lexington, KY 40517
859-271-8694 | Arrange a conversation
OUR COMMUNITIES
Serving Lexington and surrounding Kentucky communities
Explore financial planning topics for your community. Our office is in Lexington; the other locations below are service areas.