Building a financial roadmap with your goals in mind.
Financial Planning

 

Our wealth planning services provide you with a master plan that is the result of blending each component of your financial life with integrated, custom strategies. We offer a disciplined planning process, based upon the level of detail you would like in your plan. 
 
To achieve your financial goals, our plan assessments include the following:

• Financial Goals and Obligations
• Asset Allocation
• Retirement Income Analysis (Including Social Security) 
• Stock Option Analysis
• Education Planning
• Business Succession Planning
• Risk Management (Long Term Care/Life/Disability Insurance) 
• Estate Planning

Contact Wealth Management

Call (502) 625-1005, Contact an Advisor, or fill out the form below and one of our advisors will contact you.