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Lifetime Wealth Design

Independent Financial Advisor in Louisville

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Services

Tax & Accounting Services

When it comes to the world of taxes, preparation and planning go a long way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options. Our tax and accounting services include:

  • Tax Planning
  • Individual and Corporate Taxes
  • Quickbooks Setup and Training
  • Part-time “CFO” Services
  • Cash Flow Management
  • Bookkeeping
  • Succession Planning

Learn more about our Tax and Accounting Services

Financial Planning Services

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 with:

  • Investment Management
  • 401(k) & 403(b) Review
  • Retirement Planning
  • College Planning
  • Estate Planning
  • Comprehensive Financial Planning

Learn More About Financial Planning Services

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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.

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

 

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