TOP 30 Best Elder financial planning in Louisville, Kentucky

Dean M Donohue is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 9405 Mill Brook Road in Louisville, Kentucky, United States. Dean holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, investment strategies, estate planning, retirement planning, and more, Dean provides comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. His commitment to ethical practices and continued education ensures that clients receive the highest quality financial advice and support.

Cheryl Burress, a Financial Advisor at Ameriprise Financial Services, LLC, located at 408 Blankenbaker Parkway in Louisville, Kentucky, offers a wide range of financial services to meet the needs of individuals and small business owners. Cheryl holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, demonstrating expertise in asset management, estate planning, retirement planning, investment management, and more. Cheryl's commitment to professionalism and ethical practices ensures that clients receive top-quality financial advice and service. Contact Cheryl Burress today for all your financial planning needs.

Edward Jones - Financial Advisor: Josh Stewart is a trusted finance institution located at 6846 Bardstown Road in Louisville, Kentucky, United States. Josh Stewart is a dedicated financial advisor who provides personalized financial planning services to help clients achieve their goals. With a focus on building long-term relationships, Josh Stewart offers expert guidance on investments, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for a secure financial future, Edward Jones - Financial Advisor: Josh Stewart is committed to helping you reach your financial goals.

Edward Jones - Financial Advisor: Taylor Graeter II is a reputable finance institution located at 10400 Dixie Highway in Louisville, Kentucky, United States. As a dedicated financial advisor, Taylor Graeter II provides personalized investment strategies and comprehensive financial planning services to help clients achieve their long-term financial goals. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Taylor Graeter II is a trusted partner for individuals and families seeking expert guidance in managing their wealth.

Elder Law of Louisville is a reputable law firm specializing in providing legal services tailored specifically for the elderly population in Louisville, Kentucky. Located at 5226 Bardstown Road, their team of experienced lawyers is dedicated to assisting seniors with a variety of legal matters including estate planning, long-term care planning, Medicare and Medicaid issues, guardianship, and more. With a focus on compassion and understanding, Elder Law of Louisville strives to protect the rights and interests of their elderly clients, ensuring they receive the support and guidance they need in their later years.

Goodin Law Office of Special Needs Planning, PLLC is a trusted law firm located at 1400 Envoy Circle in Louisville, Kentucky. Specializing in special needs planning, their team of experienced lawyers provides expert legal advice and guidance to individuals and families navigating the complex world of special needs planning. Whether you are looking to establish a special needs trust, draft a will, or secure government benefits for a loved one with disabilities, Goodin Law Office is dedicated to helping you protect the financial future and well-being of your loved ones. Contact them today for personalized and compassionate legal assistance.

Golden Years Elder Law is a trusted legal institution located at 7403 Saint Andrews Church Road in Louisville, Kentucky. Our team of experienced attorneys specialize in providing legal services tailored to meet the unique needs of seniors and their families. From estate planning to Medicaid planning, we are dedicated to helping our clients navigate the complexities of elder law with compassion and expertise. With a focus on protecting the rights and well-being of the elderly, Golden Years Elder Law is committed to providing top-notch legal representation for our clients in their golden years.

Legato Financial Group, located at 10200 Forest Green Boulevard in Louisville, Kentucky, is a finance institution that specializes in helping clients design their ideal retirement plans. Whether you are in Louisville, Elizabethtown, Shelbyville, or St. Matthews, our team will work with you to create a custom strategy tailored to your unique retirement goals. Through the LFG Retirement Blueprint, we will assess your current financial situation and provide recommendations on how to best achieve your retirement objectives. Our independent firm offers a range of products and services to fit within your financial strategy. Attend one of our informational events to learn more about retirement income strategies, wealth management, and other key financial topics. Additionally, download our complimentary booklet for essential questions to consider when planning your retirement, covering factors such as spending habits, taxes, and inflation.

David Bates is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 12910 Shelbyville Road in Louisville, Kentucky. With a focus on providing personalized financial planning and investment management services, David helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, David Bates is committed to helping you navigate the complexities of the financial world and make informed decisions. Contact David Bates at Ameriprise Financial Services, LLC for expert guidance and support in managing your finances.

Edward Jones - Financial Advisor: William W Boyd is a reputable financial institution located at 171 South English Station Road in Louisville, Kentucky, United States. As a trusted financial advisor, William W Boyd offers personalized financial planning services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Edward Jones - Financial Advisor: William W Boyd can provide expert guidance and tailored solutions to meet your needs. With a commitment to integrity and professionalism, this institution strives to empower clients to make informed decisions and secure their financial future.

Edward Jones - Financial Advisor: Patrick D Shellenberg, AAMS™ is a reputable financial institution located at 950 Breckenridge Lane in Louisville, Kentucky, United States. Specializing in finance, the institution offers expert financial advice and services to help clients achieve their financial goals. With Patrick D Shellenberg, AAMS™ at the helm, clients can trust in his expertise and dedication to providing personalized and tailored financial solutions. Whether clients are planning for retirement, saving for college, or investing for the future, they can rely on the knowledgeable team at Edward Jones to guide them every step of the way.

Zachary Bases, Bankers Life Agent is a reputable insurance agency located at 101 Bullitt Lane in Louisville, Kentucky, United States. Specializing in providing comprehensive insurance coverage, Zachary Bases is dedicated to helping clients protect their financial future and achieve peace of mind. With a focus on personalized service and tailored solutions, this agency is committed to delivering top-notch insurance products to meet the unique needs of each individual and family. Contact Zachary Bases, Bankers Life Agent today to discuss your insurance needs and start planning for a secure tomorrow.

Anthony Thomas, Bankers Life Agent in Louisville, Kentucky offers a comprehensive range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As an insurance sales representative, Anthony Thomas can help you navigate through the complexities of Medicare Advantage plans to find the right coverage for you. With Medicare Advantage, you can enjoy all-in-one coverage that includes prescription drug coverage and an annual maximum out of pocket limit. Planning for long-term care is also crucial in today's world, and Anthony Thomas is here to help you start the conversation and prepare for the future. Visit the office at 101 Bullitt Lane in Louisville, KY to discuss your insurance needs and start planning for your next steps.

Kel'Shawn Mozee is a dedicated Bankers Life Agent located at 101 Bullitt Lane in Louisville, Kentucky. With a focus on providing top-notch insurance services, Kel'Shawn is committed to helping clients find the right coverage to protect their financial future. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Kel'Shawn Mozee is here to guide you every step of the way. Trust in Kel'Shawn Mozee, Bankers Life Agent, for all your insurance needs in Louisville, Kentucky.

Coleman & Associates Insurance Group is a leading insurance agency located in Louisville, Kentucky, serving all of Kentucky and Southern Indiana. We specialize in providing Medicare options, life insurance, and retirement income protection and planning. Navigating Medicare can be confusing, but our team of experts can help you find the right plan for your unique situation. We offer Medicare supplement policies, Medicare Advantage plans, and prescription drug coverage options from the most competitive carriers in the area. In addition, we provide expert advice on long-term care policies and can help you build or update your investment strategy for retirement. Our goal is to provide you with better solutions, choices, and convenience, all with the personal touch of a local insurance company. Contact Coleman & Associates today for a quote on your most affordable insurance options.

Asset Preservation Group, LLC. is a comprehensive financial institution located at 12312-C Shelbyville Road in Louisville, Kentucky. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to helping clients preserve and grow their assets. Whether you are looking for tax planning, investment management, estate planning, or legal advice, our experts are here to provide personalized solutions tailored to your unique needs. Trust Asset Preservation Group, LLC. to safeguard your financial future and provide peace of mind for you and your loved ones.

Legacy Wealth Strategies is a premier finance institution located at 9400 Williamsburg Plaza in Louisville, Kentucky, United States. With a focus on helping individuals and families achieve their financial goals, Legacy Wealth Strategies offers personalized wealth management solutions tailored to each client's unique needs. Their team of experienced financial advisors provides expert guidance on investments, retirement planning, estate planning, and more. Trust Legacy Wealth Strategies to help you secure a prosperous financial future.

Everest Retirement Planners is a leading finance institution located at 119 South Sherrin Avenue in Louisville, Kentucky, United States. Specializing in retirement planning, our team of experienced professionals is dedicated to helping individuals achieve their financial goals and secure their future. With personalized strategies and expert guidance, Everest Retirement Planners is committed to providing top-notch financial services to clients looking to plan for a comfortable and stress-free retirement. Contact us today to schedule a consultation and start planning for your future with confidence.

Traughber Private Wealth Law, LLC, located at 2301 Terra Crossing Boulevard in Louisville, Kentucky, offers focused legal services to help individuals navigate life's challenges. Owned by Jamie Traughber, an experienced Estate, Trust, and Tax Attorney, the firm provides expert advice on a range of legal issues impacting personal, business, and financial matters. With over 13 years of experience, Jamie Traughber is dedicated to helping clients protect and grow their wealth through strategic legal solutions. Trust Traughber Private Wealth Law, LLC to guide you through any legal obstacles you may face."

Business Alternatives is a trusted institution located at 12200 Shelbyville Road in Louisville, Kentucky, specializing in accounting and finance services. In addition to our core services, we also offer a range of programs tailored for seniors to help them maintain independence and age in place. Our satisfied clients often share their positive experiences with us, highlighting our commitment to providing excellent customer service and support. Trust Business Alternatives to help you navigate your financial needs with expertise and care.

MetLife is a renowned insurance agency located at 9960 Corporate Campus Drive in Louisville, Kentucky, United States. With a strong reputation for providing reliable and comprehensive insurance solutions, MetLife is committed to helping individuals and families protect their assets and plan for the future. Whether you are looking for life insurance, auto insurance, home insurance, or retirement planning services, MetLife offers a wide range of products and expertise to meet your needs. Trust MetLife to provide you with peace of mind and financial security for whatever life may bring.

Senior Benefits Alliance is an insurance agency located at 4114 Saint Joseph Avenue in Louisville, Kentucky. Our mission is to provide personalized insurance solutions to meet the unique needs of seniors. With a team of experienced agents, we offer a wide range of insurance products, including Medicare supplemental plans, long-term care insurance, and final expense coverage. At Senior Benefits Alliance, we are committed to helping seniors navigate the complexities of insurance and ensure they have the coverage they need for peace of mind in their golden years. Visit us today to learn more about how we can help you protect your future.

Senior Health - Medicare Insurance Agency is a leading institution located at 7801 Pine Ridge Road in Louisville, Kentucky, United States. As a specialized health insurance agency, we cater to the unique needs of seniors, providing comprehensive Medicare coverage to ensure their well-being and peace of mind. Our dedicated team of professionals is committed to helping seniors navigate the complexities of healthcare insurance, offering personalized guidance and support every step of the way. With a focus on quality care and customer satisfaction, Senior Health - Medicare Insurance Agency is the trusted choice for seniors looking to secure their health and financial future.

Shepherd Retirement Services, LLC is a reputable health and insurance agency located at 2304 Hurstbourne Village Drive in Louisville, Kentucky, United States. With a focus on providing top-quality retirement services, Shepherd Retirement Services offers a range of health and insurance products to meet the needs of their clients. Their dedicated team of professionals is committed to helping individuals plan for a secure and comfortable retirement. Contact Shepherd Retirement Services today to learn more about their services and how they can assist you in planning for your future.

Senior Life Funding is an insurance agency located at 10200 Forest Green Boulevard in Louisville, Kentucky, United States. We specialize in providing financial solutions for seniors to help them navigate through retirement with peace of mind. Our experienced team is dedicated to helping seniors secure the funding they need to enjoy their golden years to the fullest. Contact us today to learn more about our services and how we can assist you in planning for the future.

Thomas White, Bankers Life Agent is an insurance agency located at 101 Bullitt Lane in Louisville, Kentucky. Our experienced agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. Medicare Advantage offers similar coverage to Original Medicare, with the added benefit of prescription drug coverage and an annual maximum out-of-pocket limit. As the need for long-term care becomes more prevalent, it is crucial to be prepared and have discussions with loved ones. Contact us today to start planning for your future.

Darek Mitchell, Bankers Life Agent is an insurance agency located at 101 Bullitt Lane in Louisville, Kentucky, United States. As a dedicated Bankers Life Agent, Darek Mitchell provides expert advice and personalized insurance solutions to help clients protect their financial futures. With a focus on customer service and integrity, Darek Mitchell is committed to helping individuals and families find the right insurance coverage to meet their needs. Contact Darek Mitchell, Bankers Life Agent today to learn more about their services and how they can help you secure your financial well-being.

Stephen Barnes, Bankers Life Agent is an insurance agency located at 101 Bullitt Lane in Louisville, Kentucky. Our dedicated agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to ensure they have the right coverage. With the rising cost of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with loved ones about planning for the future. Contact us today to start planning your next steps towards financial security and peace of mind.

Theresa Scott, Bankers Life Agent is an insurance agency located at 101 Bullitt Lane in Louisville, Kentucky, United States. Specializing in life insurance, retirement planning, and long-term care coverage, Theresa Scott is dedicated to helping individuals and families protect their financial futures. With a focus on personalized service and tailored insurance solutions, clients can trust Theresa Scott to provide expert guidance and support. Contact Theresa Scott, Bankers Life Agent today to secure your peace of mind and financial security.

Northwestern Mutual: Robert S Harlow Jr is a reputable financial institution located at 400 West Market Street in Louisville, Kentucky. As a branch of Northwestern Mutual, this institution offers a wide range of financial services including investment planning, retirement planning, insurance, and wealth management. The team at Northwestern Mutual: Robert S Harlow Jr is dedicated to helping clients achieve their financial goals and secure their financial future. With a strong reputation for excellence and personalized service, Northwestern Mutual: Robert S Harlow Jr is a trusted partner for individuals and businesses seeking expert financial guidance.