(502) 339-8255 (LOUISVILLE)
(317) 735-8377 (INDIANAPOLIS)

FOUR PILLARS 
OF WEALTH

BUILD
WEALTH

PURPOSEFUL GROWTH DESIGNED
FOR YOUR FINANCIAL GOALS

  • Tax-efficient investment management
  • Business secession and exit planning
  • Retirement account optimization (401k, IRA rollovers)
  • Asset allocation aligned with your tax brackets

PROTECT
WEALTH

COMPREHENSIVE RISK PLANNING
BEYOND INVESTMENTS

  • Advanced tax planning and preparation
  • Asset protection strategies
  • Life insurance integration
  • Long-term care planning

USE
WEALTH

TURN ASSETS INTO INCOME
WHILE MINIMIZING TAXES

  • Tax-smart retirement withdrawal strategies
  • Social Security maximization
    (adding $30,000-$100,000+ lifetime value)
  • Medicare planning and healthcare cost management
  • Income tax optimization in retirement

TRANSFER
WEALTH

LEAVE A LASTING LEGACY

  • Estate planning team creates wills, trusts, and estate documents
  • Estate tax minimization strategies coordinated with investments
  • Trust structures designed to work with your portfolio strategy
  • Business succession planning aligned with family wealth goals

WE CAN ALSO REFER YOU TO PROFESSIONALS WHO PROVIDE THE FOLLOWING SERVICES:

TRUSTS   ●   PROBATE   ●   CHARITABLE GIVING   ●   ESTATE PLANNING