How We Help

How We Help

We are Fiduciaries in the business of helping people, and that’s what we strive to do every day. We help our clients save money, we help businesses reduce risk, and help families to protect and preserve their financial futures. We work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help with your critical areas of planning, including:

Portfolio Design

Educational Planning

Estate Planning

Investment Management

Retirement Planning

Life Insurance

Financial Planning

Financial Recovery

Annuities

How Could We Help You?

Here are some of the common life transitions we are currently helping our clients through:

Work/Career

  • Career change – how does this change affect your fiscally now and at retirement?
  • Promotion – can you afford more now; how does that affect taxation?
  • Job loss – will this set you back, if so, how can it least affect you?
  • Starting a new business – Help to strategize the best business plan for you.
  • Education – Going back to school, the cost of additional degree and comp once the degree is obtained.

Personal/Family

  • Marriage – combining assets; budget.
  • Divorce – separating assets; budget.
  • Loss of Spouse – dividing assets. among beneficiaries; insurance; budget.
  • Expecting a Child – budget, education, insurance.
  • Adopting a Child – legal fees, budget, education, insurance.
  • Disability and Long-Term Care – budgeting; insurance.
  • Aging family member – budget for care needed.
  • Empty Nest – downsizing, retirement; budget.
  • Entering single parenthood – budget; education planning, etc.

Financial/Investments

  • Selling a house
  • Refinancing your mortgage
  • Purchasing a home
  • Relocating
  • Reconsidering investment philosophy and risk profile
  • Significant investment gain
  • Significant investment loss
  • Concerns about debt
  • Investment opportunities
  • Inheritance
  • Selling assets
  • Considering changing financial service provider
  • Giving / charitable contributions
  • End of life plan

How Can We Help Today?

ADDRESS:

3101 Breckenridge Lane, Ste 4B

Louisville, KY 40220

 

PHONE:

(502) 777-0711