• Skip to primary navigation
  • Skip to main content
  • Skip to footer

Lifetime Wealth Design

Independent Financial Advisor in Louisville

  • My Story
  • Services
    • Tax Planning Services
    • Financial Planning Services
  • Risk
  • FAQs
  • Blog
  • Contact
  • Nav Social Menu

    • Facebook
    • LinkedIn
    • Twitter

Kevin Roberts, CPA CFP(R)

Kevin Roberts, CPA CFP(R)

May 6, 2022 By Kevin Roberts, CPA CFP(R)

5 Important Medicare Facts for Pre-Retirees

https://www.youtube.com/watch?v=mwZfLsb6ev4&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=38&ab_channel=LifetimeWealthDesign …

Continue Reading

April 20, 2022 By Kevin Roberts, CPA CFP(R)

Which Retirement Plan Should I Choose?

https://www.youtube.com/watch?v=VHCvskS6Qa0&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=40&ab_channel=LifetimeWealthDesign …

Continue Reading

April 5, 2022 By Kevin Roberts, CPA CFP(R)

How Life Insurance Can Make Your Retirement Tax Free

https://www.youtube.com/watch?v=2NzMb71L1Ms&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=48&ab_channel=LifetimeWealthDesign …

Continue Reading

Next Page »

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.

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

 

Follow us on Social

Facebook
LinkedIn
Twitter

Copyright © 2022 · Lifetime Wealth Design