fbpx

BrokerCheck

Tailored Advice. Innovative Solutions. Comprehensive Planning.

Wealth management, retirement planning, insurance and financial planning services in Louisville Kentucky.

TELL US YOUR STORY

Get a Complimentary Consultation

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 1897 Bottled in Bond

This week's pick is Old Forester 1897 Bottled in Bond.  To honor a historical moment in bourbon history which was the U.S. Bottled-in-Bond Act of 1897. This expression follows the Bottled in Bond standards that whisky must be aged in a federally bonded warehouse for...

read more

Friday at the Firm: Old Forester 1870 Original Batch

This week's pick is 1870 Original Batch echoes George Garvin Brown’s original batching process. Back then, Brown batched barrels obtained from three distilleries to create a consistent flavor profile. To emulate that process today, we also select barrels from three...

read more

Ready To Talk?

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