Family Wealth Strategies
5940 Timber Ridge Drive, Prospect, KY 40059
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
Family Wealth Strategies, located at 5940 Timber Ridge Drive in Prospect, Kentucky, offers comprehensive financial services tailored to meet the unique needs of retirees and those nearing retirement. Specializing in Legacy & Investments, Taxes & Risk, Income & Estate planning, Family Wealth Strategies is dedicated to helping clients navigate the complexities of financial management.
Their team of experienced professionals will work with you to develop a customized retirement plan that includes investment planning, tax-efficient strategies, estate planning, health care planning, and income planning. By analyzing your financial situation and risk tolerance, they can help you make informed decisions about your investments and assets.
Family Wealth Strategies takes a holistic approach to financial planning, taking into account not just your current financial situation but also your long-term goals and aspirations. They offer a four-step process that includes tax return review, investment analysis, income analysis, and legacy planning to help you achieve financial stability and security in retirement.
Whether you are looking for ways to reduce taxes, manage financial fees, or protect your assets from market volatility, Family Wealth Strategies can provide the guidance and support you need. Schedule a complimentary consultation to learn more about their services and how they can help you achieve your financial goals.
Reviews
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