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
Wealth Management & Trust Office Locations
Louisville Offices
The Summit
4350 Brownsboro Road
Louisville, KY 40202
First Trust Centre
200 South Fifth Street, Suite 100N
Louisville, KY 40202
Lexington Office
360 E. Vine Street, Ste. 100
Lexington, KY 40507
Cincinnati Office
101 W. Fourth Street
Cincinnati, OH 45202
Indianapolis Office
11450 N. Meridian Street
Carmel, IN 46032
Contact Wealth Management
Call (502) 625-1005, Contact an Advisor, or fill out the form below and one of our advisors will contact you.