WEALTH PLANNING COMPANY

The Wealth Planning Company was founded on the belief that effective wealth management requires professional collaboration between both legal and financial knowledge. Our approach to Wealth Planning is comprehensive, taking into account the legal, tax, and financial consequences of any chosen path. If you can dream it, we help you plan it, so that you can live it... The Wealth Planning Company is an Estate Planning and Investment group dedicated to helping you build, preserve, and transfer wealth. Our team incorporates estate planning, investments, retirement, wealth preservation and business succession planning, to help you manage your most valuable assets.

Also known as: The Wealth Planning Company

Primary location: Louisville United States