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Family Wealth Planning Partners
4500 Bowling Blvd
100

Louisville, KY 40207

502-233-9800

Description

Planning for your financial future has never been simpler than working with Family Wealth Planning Partners. Were 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!

General Information

Year Established

2017

Services

Retirement Income Planning , Asset Management , Comprehensive College Planning , Long-Term Retirement Asset Planning , Insurance Planning , Retirement Plan Rollovers , Financial Planning , Tax Planning , Estate Conservation , life insurance , tax preparation

Business Hour

MONDAY

8 AM - 5 PM

TUESDAY

8 AM - 5 PM

WEDNESDAY

8 AM - 5 PM

THURSDAY

8 AM - 5 PM

FRIDAY

8 AM - 5 PM

SATURDAY

Closed

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