University Retirement

PERSONALIZED PLANNING FOR UNIVERSITY OF KENTUCKY EMPLOYEES

Did you know your 403(b) plan contains thousands of investment options between TIAA and Fidelity? How can you possibly be familiar with them all? That’s where we come in.

With over 30 years of experience, Wallace Hart Capital Management works with many professors, physicians and employees to make your financial lives easier. We’ve made it our mission to know everything there is to know about your options and benefits.

Gain financial clarity with a free discovery call.  We’ll discuss your goals, what’s important to you, our fiduciary fee and how we can help.

SCHEDULE A CALL

IT COULD NOT BE EASIER TO GET STARTED

We can personally guide you to better understand the confusing options that are presented in your current 403(b) plan by highlighting those that:

Might be riskier than you can afford

Might not have enough growth potential

Just don’t fit with your current timetable or future needs

YOUR DEDICATED TEAM

JEREMY WALLACE, CFP®

CHIEF INVESTMENT OFFICER

Jeremy has nearly two decades of experience. He has worked at UBS Financial Services and Merrill Lynch. With a degree in International Economics from Emory University, and a certificate in Financial Planning, Jeremy has opened his own firm to offer independent and comprehensive advice to his clients.

In his free time, he enjoys spending time with his wife, Julie, and their three children, Isabel, Lincoln and Reid. He is an avid Chicago Cubs baseball fan and enjoys golfing with his wife and traveling with his family.

ANDREW HART, CFP®

CHIEF PLANNING STRATEGIST

Andrew has over a decade of experience in the financial industry. He has worked at UBS Financial Services, Headley Investment Analysis and the World Bank Credit Union. With a degree in Business Management from Wittenberg University and certificate in Financial Planning from Georgetown University, Andrew is a lifelong learner with a passion for serving other.

He has contributed to Yahoo! Finance, theStreet.com and was published in the book “Exchange Traded Profits: Cashing in on ETF Trading”. In his free time, Andrew enjoys spending time with his wife, Susan, twin boys George and Ted and daughters Merritt and Pippa.

JESSICA BEDELL

CHIEF COMPLIANCE OFFICER, WEALTH MANAGEMENT SPECIALIST

Jess has cared for clients and their financial well-being since 2007. Prior to working at Wallace Hart, she worked at UBS Financial Services and is a graduate of Indiana University.

In her free time, Jess is a culture and travel enthusiast, with a special love for Japan. She also enjoys playing board games with friends and spending time with horses at the barn. She considers each ride a success so long as she’s able to “keep the horse between herself and the ground.” Originally from Cincinnati, Jess and her husband live in Lexington, KY.

Jeremy has nearly two decades of experience. He has worked at UBS Financial Services and Merrill Lynch. With a degree in International Economics from Emory University, and a certificate in Financial Planning, Jeremy has opened his own firm to offer independent and comprehensive advice to his clients.

In his free time, he enjoys spending time with his wife, Julie, and their three children, Isabel, Lincoln and Reid. He is an avid Chicago Cubs baseball fan and enjoys golfing with his wife and traveling with his family.
Andrew has over a decade of experience in the financial industry. He has worked at UBS Financial Services, Headley Investment Analysis and the World Bank Credit Union. With a degree in Business Management from Wittenberg University and certificate in Financial Planning from Georgetown University, Andrew is a lifelong learner with a passion for serving other.

He has contributed to Yahoo! Finance, theStreet.com and was published in the book “Exchange Traded Profits: Cashing in on ETF Trading”. In his free time, Andrew enjoys spending time with his wife, Susan, twin boys George and Ted and daughters Merritt and Pippa.
Jess has cared for clients and their financial well-being since 2007. Prior to working at Wallace Hart, she worked at UBS Financial Services and is a graduate of Indiana University.

In her free time, Jess is a culture and travel enthusiast, with a special love for Japan. She also enjoys playing board games with friends and spending time with horses at the barn. She considers each ride a success so long as she’s able to “keep the horse between herself and the ground.” Originally from Cincinnati, Jess and her husband live in Lexington, KY.

The team at Wallace Hart are experts on your University’s retirement plan, familiar with all of your options and how to get the most out of your retirement savings. We have the expertise to help improve performance and protect your nest egg from the next major market drop.

BENEFITS OF A WALLACE HART FINANCIAL PLAN

Flexibility to make changes as you go & adjust your risk profile

Personalized attention & service to your specific needs

Allocating research & decision making to our team of professionals

Ensure account is setup for success & responsive to market conditions

WHY WALLACE HART ?

Attentive Service - We keep our client base
small to allow us to provide personalized
attention and service to every client.

Peace of Mind - We build in stop-loss
mechanisms into our investment approach, in an
effort to mitigate drastic swings to your portfolio.

Objective Advice - Offer recommendations that
are in your best interest. Not because we have an
obligation to do so, but it’s the right thing to do.

Alignment with Values - The ability to
incorporate socially responsible investing, if
aligning your investments with your values is
important to you.

A BALANCED APPROACH

Our approach aims to grow your account
when the market trends upward, and when
the market is in a downtrend, we switch to
preserve your capital.

UNDERSTANDING YOUR 403(B)

At Wallace Hart we understand there is a lot of confusion surrounding retirement plans and financial decision making. We will:

  • Provide you with a personal financial planner to setup success for retirement
  • Notify you when changes are needed to be made to your portfolio
  • Educate you about contribution limits and best practices
  • Assist you in the event of changing jobs, disability, divorce and or death

To learn more about Wallace Hart and what we can do to make planning for your retirement easier, please select a date below and we will setup an discovery call to help you understand your options.