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
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...
NEW EPISODES! This past Saturday we premiered one of our new episodes of the Money Puzzle TV Show. With inflation on the mind of most Americans today, This week Brian Ramsey talked about real examples and concerns that he sees coming up in his appointments. Watch the...
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...
This week on The Money Puzzle Podcast Brian Ramsey & Eric Douglas put a little twist on what we have been talking about the last several weeks, which is all the negativity in the market. But there are some positive, believe it or not, and that's what we to talk...