LIFETIME WEALTH DESIGN

Roberts CPA Group and Lifetime Wealth Design is much more than just a tax and accounting firm. We provide a complete range of accounting and tax solutions, along with financial planning and investment management. Since our initial founding more than a decade ago, we've expanded from a tax practice to a full-service financial services firm... Lifetime Wealth Design LLC is a registered investment adviser in the State of Kentucky. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Also known as: Lifetime Wealth Design LLC

Primary location: Louisville United States