Legacy planning services in Shelbyville, Kentucky

Mercurio Wealth Advisors is a finance institution located at 9100 Shelbyville Road in Louisville, Kentucky, United States. We provide the toolkit you need for retirement planning, offering access to strategies that are often overlooked. Our Retirement 360 Gameplan™ focuses on creating a culture of learning and understanding throughout your experience, with a personalized plan tailored to your individual needs. Our comprehensive strategy includes retirement income planning, investment planning, legacy planning, healthcare planning, and tax planning. We are committed to empowering retirees to make informed decisions for their future. Please consult with a qualified financial adviser and/or tax professional before implementing any strategy. Insurance products and services are offered through Mercurio Insurance Services. Note that investing involves risk and no strategy can guarantee a profit or protect against loss. Annuity guarantees are backed by the issuing insurance company. The information provided is for informational purposes only and should not be used as the sole basis for financial decisions.

Edward Jones - Financial Advisor: Ashley T Cassity is a reputable financial institution located at 60 Stonecrest Court in Shelbyville, Kentucky, United States. Specializing in providing personalized financial solutions, Ashley T Cassity offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and tailored investment strategies, this institution is dedicated to helping individuals and families secure their financial future. Contact Ashley T Cassity today to start planning for a brighter tomorrow.

Net Law Group, located at 12910 Shelbyville Road in Louisville, Kentucky, is a pioneering institution that powers the online delivery of estate planning legal counsel nationwide through its partnership with Hargrove Firm. This innovative platform provides a better way for financial advisors to refer clients to qualified lawyers for estate planning, ensuring that their clients' legacies are secured with expert advice. Net Law Group also offers a seamless online experience for attorneys to manage their estate planning practice efficiently, allowing them to focus on client service rather than administrative tasks. By modernizing interactions between estate planning attorneys, financial professionals, and clients, Net Law Group is revolutionizing the legal industry with its convenient online platform.

Hargrove Firm LLP, located at 444 East Main Street in Lexington, Kentucky, is a renowned institution specializing in accounting, finance, and legal services. With a focus on securing lasting legacies for their clients, the expert team at Hargrove Firm navigates the legal landscape with empathy and precision. Specializing in trusts, guardianships, conservatorships, and estates, the team at Hargrove Firm provides top-notch representation for professional fiduciaries. Business owners trust Hargrove Firm to protect their interests in all stages of their endeavors, especially during transactions.