Lifetime Wealth Design

Financial Planning For Aging Parents

By Kevin Roberts If you are getting closer to retirement age, you have probably started thinking about potential details and decisions, possibly …

How To Teach Your Kids About Money

By Kevin Roberts Talking to your kids about money can be a taboo topic. It’s often right up there with the birds and the bees. But a recent study …

See A Sample Financial Plan

By Kevin Roberts When’s the last time you made a major purchase sight unseen? You most likely haven’t. It would be incredibly risky to buy a car …

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.

CFP AND CPA IN LOUISVILLE, KY

Independent Financial Advice and Tax Planning in Louisville

Using Riskalyze to Understand Your Portfolio Risk

What's your risk number?

My Story

Why I Became A Financial Advisor

For Individuals, Families, and Business Owners

Combine Financial Services with Tax Planning

Recent Blog Posts