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Financial Strategies

To learn more about our services or to schedule a no cost, no obligation meeting, please call:

Louisville / Southern Indiana
(502) 625-1005

(317) 238-2892

(513) 824-6127

Email us at:

Our Call Center can be reached at:
(502) 582-2571 or (800) 625-9066

We believe in the benefits of planning, especially in regard to your finances and investing.  Choosing the right Certified Financial Planner to partner with is one of the most crucial steps in the planning process.  We offer a no cost, no obligation introductory meeting to listen to your goals, explain our services and review our compensation structure.

Our planning process helps you track all of your finances from a single access point.  We utilize an easy-to-use system that is always available to you, updated daily and coordinated with your financial, investment and estate planning objectives.

Our independent, planning-based approach will help you:

  • See your entire financial picture at once
  • Evaluate your situation easily and develop effective strategies for the future
  • Stay informed and avoid big surprises
  • Simplify your life

The Wealth Management & Trust team advises a broad spectrum of individuals, helping them meet their specific and unique financial needs.

Stock Yards Bank and Trust Company and its affiliates and the directors, officers, employees, and agents of Stock Yards Bank and Trust Company and its affiliates (collectively “SYB”) are not permitted to give legal or tax advice.  While SYB can assist clients in the areas of estate and financial planning, only an attorney can draft legal documents, provide legal services and give legal advice.  Clients of SYB should consult with their legal and tax advisors prior to entering into any financial transaction or estate plan.  Because it cannot provide legal services or give legal advice, SYB’s services or advice relating to “estate planning” are limited to (i) financial planning, multigenerational wealth planning, investment strategy, (ii) management of trust assets, investment management and trust administration, and (iii) working with client’s legal and tax advisors in the implementation of an estate plan.

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A trusted partner, since 1904