https://www.youtube.com/watch?v=HVnMoODifVk&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=30&ab_channel=LifetimeWealthDesign The …
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
Using Riskalyze to Understand Your Portfolio Risk
What's your risk number?
Research by Riskalyze shows that four out of five investors have more risk in their portfolio than they realize.
Find Your Risk Number Here!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
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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 Tax Efficient With Your Investments
https://www.youtube.com/watch?v=9fHHZy_GVzE&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=12&ab_channel=LifetimeWealthDesign Tax …
When Does a Roth Conversion Make Sense?
https://www.youtube.com/watch?v=QgazMHiwI04&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=11&ab_channel=LifetimeWealthDesign With a …
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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
