1-Minute Video: Risk tolerance is the level of risk, or market ups and downs, an investor is willing and able to tolerate. An aggressive …
Lifetime Wealth Design
Independent Financial Advisor in Louisville
CFP AND CPA IN LOUISVILLE, KY
Independent Financial Advice and Tax Planning in Louisville
Schedule an Introductory Phone Call Schedule an In-Office Meeting
Main Content
My Story
Why I Became A Financial Advisor
My mission is to build a small, independent firm dedicated to providing the highest level of customer service to individuals, families, and businesses.
Read More About My Story Here
.
.
For Individuals, Families, and Business Owners
Combine Financial Services with Tax Planning
We offer comprehensive financial planning and investment management services, along with tax planning and accounting.
Recent Blog Posts
How to Avoid an IRA Rollover Mistake
If you’re changing jobs or retiring, it’s important to know the rules regarding moving funds from your employer sponsored retirement plan. The wrong …
Are You Financially Prepared for an Emergency?
You can’t control if or when disaster will strike, but you can minimize the damage and economic impact with some basic planning. For example, create …
Join my newsletter for the latest news and updates
Footer
Disclosure
Lifetime Wealth Design LLC is a registered investment adviser in the State of Kentucky. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
Lifetime Wealth Design LLC is a registered investment adviser in the State of Kentucky. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
Call (502) 426-0000 or email
kevin@lifetimewealthdesign.com
Lifetime Wealth Design LLC
201 Townepark Circle
Ste B-1
Louisville, KY 40243
Hours: 8:30-5:00 M-F
