About
We focus our fee-based practice on building, implementing and managing Family Business Plans for our clients.
Think of any successful business, one like Apple or even a small privately held company. They all have one thing in common, they have Business Plans. Those plans have forecasts and those forecasts are measured against actual results. Adjustments are made to reflect different economic conditions, changes in forecasts etc. We believe Families, just like any successful business, need a Plan, a Family Business Plan. We collaborate with affluent families, business owners and highly compensated ...
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Services
cash flow planning
personal finance services
profit sharing plans
pension plans
employee retirement benefits
retirement plans
college education planning
wealth planning
investment services
whole life insurance plans
social security income planning
long term care insurance
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Contact
Service Areas
- Louisville, KY, USA
Current Hours
- Sun CLOSED
- Mon 8:00 AM - 5:00 PM
- Tue 8:00 AM - 5:00 PM
- Wed 8:00 AM - 5:00 PM
- Thu 8:00 AM - 5:00 PM
- Fri 8:00 AM - 5:00 PM
- Sat CLOSED
-
Fri 8:00 AM - 5:00 PMOPEN NOW
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Detailed Information
- Location Typeunknown
- Opening Dateunknown
- Annual Revenue Estimateunknown
- SIC Code show
- Employeesunknown
- Contactsshow
- Wealth Manager Brian Ramsey
- Phone (502)882-4613
- Email [email protected]