Financial Planning in Louisville, KY
A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. Through financial planning, we can help you with the following.
Investment Management
Do you know where your investments are and how much risk is in your portfolio?
Investment management explores a portfolio with consideration to risk, reward, tax planning and more. Investment management strategies may differ across individuals so we’ll work with you to determine a desired asset allocation for your investments. We also use Riskalyze as a risk assessment tool, which you can use to receive a free risk assessment.
401(k) & 403(b) Review
Tax planning is a key component to financial planning. We’ll look at your 401(k) and 403(b) accounts and consider their impact on your financial plan.
Retirement Planning
Retirement planning is part of the financial planning process. There are many important questions to cover, such as:
- When do you want to retire?
- What will your income needs be?
- Where will your money be invested?
- How will you take distributions?
- What tax consequences should you consider?
- What are your health care options?
- How does Social Security factor into your financial plan?
Your answer to these questions will help us develop your retirement strategy.
College Planning
If you hope to fund college for your children, having a plan can help you work toward that goal. Similar to other areas of financial planning, college planning has best practices that can help you get the most out of your money.
Estate Planning
Estate plans are designed to help your family when it’s time for a difficult transition. Preparation can help make this transition easier. We’re here to assist you in planning and offering guidance as needed during any transition.
If you’re interested in a free financial consultation, please call us at (502) 426-0000. Our office is located in Louisville, KY.
Lifetime Wealth Design LLC
201 Townepark Circle, Ste B-1
Louisville, KY 40243
Hours: 8:30-5:00 M-F
