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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 Podcast

We record a podcast and host a television show of the same name 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 get notified when we release new episodes.

Family Wealth Planning Video

Burgers & Bourbon: Old Forester 1920 Prohibition Style

This week we are continuing our Whiskey Row Series from Old Forester. Our pick this week was Old Forester 1920 Prohibition Style. The Volstead Act of 1920 which initiated Prohibition in the USA granted permits to six distillers in Kentucky to continue to bottle...

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Burgers & Bourbon: Old Forester 1910 Old Fine Whisky

This week we are continuing our Whiskey Row Series from Old Forester. Our pick this week was Old Forester 1910 Old Fine Whisky, and it did not disappoint! On October 22nd. 1910, a fire on the bottling line halted production of Old Forester. Mature whisky ready to be...

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Call (502) 200-5210 or click the button to schedule a time that's convienent for you.