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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: Larceny Bourbon Barrel Proof
This week's pick is a STEAL! Larceny Bourbon Barrel Proof. Steal a taste the same way John E. Fitzgerald once did: uncut & straight from the barrel. This is the first wheated Bourbon to ever be named Whisky Advocate's “Whisky of the Year.” The story about this...
Money Puzzle Podcast: What do we do in response to the record inflation?
This week on The Money Puzzle Podcast Eric Douglas & Aaron McAndrew discuss some of the questions they are seeing in client appointments. With the market the way it is we cannot stress enough the importance of a financial plan. Having a financial plan in place and...
Burgers & Bourbon: Knob Creek Single Barrel Select Bourbon
This week's pick is Knob Creek Single Barrel Select Bourbon. A “Select Bourbon” is offered by specific stores from a bourbon barrel specially chosen by your local retailer through our Single Barrel Program. This is truly a unique experience to try a different bourbon...
Money Puzzle Podcast: Is The Federal Reserve forcing us into a recession?
This week on The Money Puzzle Podcast Eric Douglas & Aaron McAndrew discuss their thoughts following the meeting that The Federal Reserve had this previous Friday down in Jackson Hole, Wyoming. The Federal Reserve chairman came out and made some comments that were...
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Call (502) 200-5210 or click the button to schedule a time that's convienent for you.