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Wisdom Financial Management, LLC
101 Bullitt Lane
Suite G-5

Louisville, KY 40222

502-425-4000

Description

Making the right decisions along lifes journey can be challenging without a clearly defined plan to help you reach your goals. Fortunately, Wisdom Financial Management specializes in helping you make the right decisions to make your financial goals a reality. We are dedicated to highly personal service, and we strive to develop long-term relationships with our clients. Whether its estimating the cost of a college education, determining how much youll need for retirement, or rebalancing your portfolio, we can help you develop a sound financial plan for the future.

General Information

Services

Implement investment strategies and solutions , Minimize taxes and maximize the money you save and invest for your future , Make wise decisions about your retirement accounts and plan your distribution strategy , Preserve, protect, and continue to grow your assets after retirement , Comprehensive Financial Planning , Investment planning , Education planning , Income tax planning , Retirement planning , Long-term care planning , Estate planning , Insurance planning and Risk management , Employee retirement benefits planning , Nontraditional families , Terminal illness , Divorce , Dependents with special needs , Job change and job loss, including severance packages

Business Hour

MONDAY

9 AM - 5 PM

TUESDAY

9 AM - 5 PM

WEDNESDAY

9 AM - 5 PM

THURSDAY

9 AM - 5 PM

FRIDAY

9 AM - 5 PM

SATURDAY

Closed

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