• 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

403(b)

September 9, 2022 By Kevin Roberts, CPA CFP(R)

How to Avoid an IRA Rollover Mistake

https://www.youtube.com/watch?v=PnvJRpkZqpg&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=19 If you’re changing jobs or …

Continue Reading

August 19, 2022 By Kevin Roberts, CPA CFP(R)

Are You Financially Prepared for an Emergency?

https://www.youtube.com/watch?v=Xh0HlzUPH_E&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=26&ab_channel=LifetimeWealthDesign …

Continue Reading

August 9, 2022 By Kevin Roberts, CPA CFP(R)

Should I Invest in an IRA or 401(k)?

https://www.youtube.com/watch?v=hf_txSR3jNk&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=18&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 © 2023 · Lifetime Wealth Design