ARGI FINANCIAL GROUP
2110 High Wickham Place, Louisville, KY 40245
Since 1995
Personal Tax and Insurance Solutions, Long-Term Care, Annuity Options and Disability Insurance, Asset Allocation, Business Exit, Succession, Multi-Generational and Investment Planning, Social Security, Tax Efficiency, Withdrawal Planning, Executive Stock Option Management, Gifting/Charitable Contributions, Retirement Plan Services
Offers wealth preservation, corporate benefit services, compensation planning and payroll coordination ● Serves also in Grand Rapids, Cincinnati, Indianapolis, Elizabethtown and Lexington ● They works with many organizations big and small, including several fortune 500 companies, provides executive planning, employee education, and outplacement services
TBR® Inspection Report
STRATEGIC WEALTH DESIGNERS
500 North Hurstbourne Parkway, Suite 120, Louisville, KY 40222
Since 2002
Retirement Income Strategies, Wealth Accumulation, Asset Protection, Annuities, IRA Legacy Planning, Life Insurance, Long-Term Care, Tax Minimization Strategies, Incorporate Tax Planning, IRA & 401K Rollovers
Focus on common financial concerns that individuals and families face in retirement ● Serves also in Plainfield, Lexington, Indianapolis and Mason ● To deliver their clients honest and ethical advice while maintaining the safety of their investments
TBR® Inspection Report
FIDELITY INVESTMENTS
10019 Forest Green Boulevard, Louisville, KY 40223
Since 1946
Annuities, College, Estate Planning, Investment Guidance, Life Insurance, Wealth Management, 401K, IRAs and Other Retirement Accounts, Retirement Saving Strategies, Tax-Efficient Investing, Charitable Giving, Term Life, Whole Life & Universal Life Insurance
Specializes in income strategies as well as integrated employee benefits solutions ● They can create a plan to help you pass assets ● They help you plan for your child's future educational costs