ARGI FINANCIAL GROUP
2110 High Wickham Place, Louisville, KY 40245
Since 1995
Wealth Management, Business Planning, Financial Planning, Investment Management, Retirement Plan Services, Tax Planning & Estate Planning
With offices in Cincinnati, Bowling Green, Indianapolis, Grand Rapids, Norwalk & Elizabethtown - Free Portfolio Risk Analysis
TBR® Inspection Report
LAMKIN WEALTH MANAGEMENT
901 Lily Creek Road, Unit 102, Louisville, KY 40243
Since 2001
Wealth Planning, Trust Services, Revocable Trusts, Charitable Reminder Trusts, Irrevocable Life Insurance Trusts, Tax Impacts/Reporting, Estate Planning, Risk Management Planning, Employee Retirement Plans, Executive Compensation, Business Buy-Sell & Continuity Strategies
Offers Proprietary Investment Products or Engage in Investment Banking Activities
TBR® Inspection Report
KENTUCKY PLANNING PARTNERS
9300 Shelbyville Road, Suite 1310, Louisville, KY 40222
Since 2005
Financial Planning, Risk Management, Savings, Investment Management, WealthVision, Retirement Planning, Education Planning, Insurance, Estate Planning, 401 (K) & Business Retirement Services
Offers a Wide Range of Financial Services