Reliant Wealth Planning | Louisville, KY

We may be the right professionals for you if

▪ You believe that the proper planning and management of your financial resources is extremely important, but you do not have the time, desire, patience and/or knowledge to do it yourself.
▪ You see value in being treated as an individual and having a personal relationship with your advisor.
▪ You want to personally know and have direct access to all of the people generating the advice given to you.
▪ You want to measure your performance against your progress of accomplishing your goals.

We may not be the right professionals for you if

▪ You are mainly interested in beating the market, whether that has any relation to your goals or not.
▪ You expect a financial professional to be able to predict what is going to happen next in the economy, financial markets, political landscape, etc.
▪ You believe you can get objective, holistic advice from experienced, highly credentialed professionals for the lowest cost available, or even no cost at all.
▪ You are not interested in following objective advice, are unable or unwilling to adhere to an agreed-upon plan, or do not wish to share needed information about yourself and your situation.
▪ One of your benchmarks for good portfolio management is to never have your portfolio go down in value over any time frame.