
Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser.
Your time is precious.
Simplify your financial affairs with a centralized solution.
Comprehensive Family Wealth Planning
- Cash flow management & forecasting
- Customized financial reporting
- Executive compensation & benefits planning
- Retirement planning
Investment Management
- Cash management strategies
- Public equity & bond portfolio management
- Alternative investments
- Insurance portfolio management
- Foundation investment & consulting services
Tax Planning & Prep
- Income tax return preparation
- Estimated tax projection calculations
- Entity structure & tax efficiency analysis
- Income tax mitigation & planning
Family Legacy Planning
- Estate planning
- Trust administration
- Asset protection planning
- Philanthropic planning
- Estate settlement services
Wealth Stewardship Services
- Family governance
- Family meeting coordination
- Wealth education
- Multi-generational communication planning
2201 High Wickham Place | Louisville, KY 40245 | 502.753.0609
Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, SCA CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions, LLC. All are affiliates of ARGI Financial Group LLC. Trust services provided by ARGI Trust, a division of Advocacy Trust LLC.
Let's start working together.
Even if you’re not quite ready to take the next step, we’d love to keep in touch.