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Family Wealth Planning Partners
Get Directions | 502-233-9800 | www.familywealthplanningpartnersky.com/Request Driving Directions
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Family Wealth Planning Partners
4500 Bowling Blvd, 100
Louisville, KY 40207
- Phone: 502-233-9800
Planning for your financial future has never been simpler than working with Family Wealth Planning Partners. We’re a financial institution helping people create personalized financial plans to leave a lasting legacy. Whether you need assistance with retirement planning, wealth management, or estate planning, we have you covered. We founded the firm based on the belief that the more informed and educated a client is about all financial matters the more likely the client is to make better financial decisions, better financial decisions lead to better results. Contact us today so we can get started!
Hours of Operation
Categories
Money, Financial planning consultants, Financial planners certified, Investment advisory service
Services
Insurance Planning, Retirement Plan Rollovers, Tax Planning, Comprehensive College Planning, Long-Term Retirement Asset Planning, Asset Management, Financial Planning, Estate Conservation, Retirement Income Planning, life insurance, tax preparation
Products
CD's, Mutual Funds, Fixed Annuities, ROTH IRA, Individual Stocks, Traditional IRA, Variable Annuities, Bonds, Unit Investment Trusts
Service Areas
Louisville, KY;
Tags
Insurance Planning, Tax Planning, Fixed Annuities, ROTH IRA, estate planning, financial consulting, Estate Conservation, Retirement Income Planning, tax preparation, Retirement Plan Rollovers, CD's, wealth planning firm, family wealth planning, disability insurance, Long-Term Retirement Asset Planning, Traditional IRA, financial planning, wealth management, financial advisor, Mutual Funds, Individual Stocks, Variable Annuities, Bonds, financial planning services, life insurance, retirement planning, financial planner, Comprehensive College Planning, wealth planning, Asset Management, Financial Planning, college savings planning, Unit Investment Trusts
Location
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