The Russell Group
A disciplined approach to managing your wealth, and meeting the long-term needs of your family.
As a long-tenured group, we understand how important it is for you to provide a quality life for the people you love. Balancing those financial demands along with life's challenges can seem overwhelming at times. The right professional relationship combined with a customized life plan can clarify your priorities and relieve you of undue worry and stress.
As your Family Wealth Advisor, we build a trusting relationship based on old-fashioned family values, giving you greater confidence in your family's future and enhancing your ability to manage the day-to-day demands of your financial life. Because we are a team, we're often asked to handle the financial affairs of several generations. That's why so many of our clients refer to us as their "Family CFO".
Our Proactive Quarterly Wealth Process encompasses:
-
Asset Management
-
Liability Management
-
Protective Strategies
-
Legacy Planning
Our clientele include individuals, families and corporations from the Louisville area and beyond. Our clients depend on us for:
-
Estate and trust planning
-
Comprehensive financial planning
-
Retirement planning
-
Discretionary investment portfolio management
-
Life insurance analysis and funding
-
College planning
-
Comprehensive 401K retirement plan services, including plan design, administration, ongoing investment options evaluation and employee education.
Group Members: