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Tailored Advice. Innovative Solutions. Comprehensive Planning.
Wealth management, retirement planning, insurance and financial planning services in Louisville Kentucky.
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Call (502) 200-5210 or click the button below to schedule a time that’s convienent for you.
Family Wealth Planning Partners
Planning for your future has never been more meaningful. We’re an innovative firm helping families create tailored financial plans.
Making informed decisions requires a look at the big picture. We parter with clients regarding their financial goals to provide them a bird's-eye view of their wealth’s potential.
Educated families make better decisions which can lead to greater results.
All of our wealth managers are capable and willing to assist in the following areas:
- Wealth Management
- Retirement Planning
- Asset Protection
- Lifetime Income
- Cash Flow Analysis
- Life Insurance
- College Savings Planning
- Retirement Cash Flow
Get To Know Us Through Our Podcasts
We record three podcasts covering a litany of financial and business related topics. It’s a great way to get to know us and how we approach our work. We hope you enjoy and be sure to subscribe to each podcast to get notified when we release new episodes.
Peace of Mind Radio is our flagship show covering a variety of financial topics that most families have considered or had questions about.
Each episode of the Connecting The Commonwealth podcast highlights local business owners and entrepreneurs in the Louisville Metro Area.
Family Wealth Planning Blog
Burgers and Bourbon: Willett Pot Still Reserve
In our first episode reviewing bourbon, Aaron, Brian, and Chris review Willett Pot Still Reserve Small Batch. It's a great bourbon to kick the series off with and it's safe to say the guys had a good time sampling it. https://www.youtube.com/watch?v=ZVhu01XNmoM
Peace of Mind Radio: Taking Advantage of Employer Benefits
Brian Ramsey and Chris Vaughn get into the various benefits offered through your employer, and which ones you should be taking advantage of, including those quite as obvious as medical and dental. Make sure to schedule a meeting with us directly on this page to...
Peace of Mind Radio: What Moves Can I Make Before the Tax Deadline?
In this episode Brian, Eric, and Chris discuss what options are available to you between the beginning of the year and the tax filing deadline, which this year has been extended to May 17, 2021. We discuss IRA contributions, Roth conversions, and Backdoor Roth...
Burgers and Bourbon: Brownies
This is the kickoff episode for our new show "Burgers and Bourbon." The intent is to highlight some of our favorite local burger joints and bourbons, something close to every Kentuckian's heart. No investment, no finances, no stocks, no business. This is nothing...
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Call (502) 200-5210 or click the button to schedule a time that's convienent for you.