Reliant Wealth Planning | Louisville, KY

Helping you harvest your wealth for a comfortable retirement

Our practice is built around helping business executives and other successful individuals prepare for and enjoy a comfortable retirement. We focus on the important transition from accumulating wealth to its efficient preservation, distribution and ultimate transfer to their heirs and philanthropic interests.

Services we provide include:

  • Retirement planning
  • Retirement income strategies
  • Investment management
  • Wealth transfer
  • Legacy/estate planning
  • Charitable giving strategies
  • Risk management
  • Cash flow management