About Lifetime wealth design
Lifetime Wealth Design: Your Trusted Independent Financial Advisor
Are you looking for a reliable and trustworthy financial advisor to help you achieve your financial goals? Look no further than Lifetime Wealth Design, an independent financial advisory firm located in Louisville, KY.
At Lifetime Wealth Design, we specialize in providing comprehensive financial planning and tax planning services to individuals and families. Our team of experienced professionals is dedicated to helping our clients achieve their long-term financial objectives by developing customized strategies tailored to their unique needs and circumstances.
As an independent firm, we are not tied to any specific products or services. This means that we can provide unbiased advice that is solely focused on helping our clients achieve their goals. We work with a wide range of investment options from stocks, bonds, mutual funds, ETFs (exchange-traded funds), annuities and more.
Our Services
We offer a wide range of services designed to help our clients build wealth over time while minimizing risk. Some of the key services we offer include:
Financial Planning: Our team will work with you to develop a comprehensive plan that takes into account your current financial situation as well as your long-term goals. We will help you identify areas where you can save money or reduce expenses so that you can maximize your savings potential.
Retirement Planning: We understand how important it is for our clients to be able to retire comfortably. That's why we offer retirement planning services designed specifically for individuals who want peace of mind knowing they have enough saved up when they retire.
Investment Management: Our investment management service is designed for those who want professional guidance when it comes to investing their money wisely. We'll work with you one-on-one so that together we can create an investment strategy tailored specifically for your needs.
Tax Planning: Taxes are one of the biggest expenses most people face each year. At Lifetime Wealth Design, we specialize in tax planning strategies designed specifically for individuals who want to minimize their tax liability while maximizing their savings potential.
Estate Planning: We understand how important it is to protect your assets and ensure that they are passed down to your loved ones according to your wishes. That's why we offer estate planning services designed specifically for individuals who want peace of mind knowing their assets will be protected and distributed according to their wishes.
Why Choose Lifetime Wealth Design?
At Lifetime Wealth Design, we believe that our clients deserve the best possible advice and guidance when it comes to managing their finances. That's why we are committed to providing personalized service that is tailored specifically for each client's unique needs and circumstances.
We take a holistic approach when it comes to financial planning, taking into account all aspects of our clients' financial lives including investments, taxes, insurance, retirement planning, estate planning and more. Our goal is always the same: To help our clients achieve long-term financial success while minimizing risk along the way.
Our team of experienced professionals has a proven track record of success when it comes to helping our clients achieve their goals. We have helped countless individuals and families build wealth over time while minimizing risk along the way.
Contact Us Today
If you're ready to take control of your finances and start building wealth over time, contact us today at (502) 426-0000 for a free review! We look forward to hearing from you soon!
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