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 …
Independent Financial Advisor in Louisville
My mission is to build a small, independent firm dedicated to providing the highest level of customer service to individuals, families, and businesses.
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We offer comprehensive financial planning and investment management services, along with tax planning and accounting.
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 …
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 …
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 …
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