You built the business
–
Now it's time for the next chapter
You’re used to being the one to make the tough calls. But who do you turn to for advice?
We provide experienced counsel on investing, taxes, and passing on your legacy when the time comes.
We answer questions like:
-
What is my business worth?
- What strategies can I use to lower taxes on the sale of my business?
-
Should I begin planning for estate taxes now?
-
Do I need to consider using trusts?
-
Can I use a Donor Advised Fund to give to charity and save on taxes?
The Plentiful Wealth Difference:
Advanced Tax Planning
Sophisticated Investment Management
Philanthropic Planning
Estate Planning
Interested in Working Together?
It all begins with a fifteen minute call.
01
Get Your Free Retirement Analysis.
Our analysis begins with a call and ends with a roadmap for lowering your taxes and building a better retirement.
02
Take Your Time.
Think things through and decide if you want a partner and advisor.
03
Begin Our Onboarding Experience
We make it stress free. It's an experience, not a process.
FINANCIAL
PLANNING
A Comprehensive Approach
Financial planning is often full of jargon and confusing language. Our job is to make things understandable and give you confidence in your retirement.
As a part of our process, we cover:
-
Retirement Income & Social Security Strategies
-
Insurance & Estate Planning
-
Taxes in Retirement
-
Charitable Giving & Wealth Transfer
Our process entails:
-
Accounting for all of your assets and liabilities (investments, real estate, art & antiques)
-
Understanding your concerns and goals for the future (Retirement, Education, Charitable, Legacy)
-
Building a comprehensive set of financial projections (Balance Sheet, Tax, and Cash Flow)
-
Identifying opportunities for various trust and tax strategies
-
Creating a custom, tax efficient investment portfolio that minimizes risk while maximizing tax-adjusted return
MANAGEMENT
INVESTMENT
We take a research-based approach to our investing by balancing lowered risk, better returns, and income you can count on.
We use a mixture of traditional investments like stocks and bonds, along with alternate investments, to provide a diversified, low-cost, and tax-efficient portfolio.
We use innovative approaches like Direct Indexing, along with proper asset location, to minimize your taxes.
We Believe
Markets
Are Efficient
Expenses
Matter
Market Timing is Impossible
Diversification Works
Philosophy
-
Controlling costs is critical. We use index funds as a means of controlling expenses, which keeps more money in your pocket.
-
We keep turnover to a minimum. We're not going to place trades unless it's in your best interest.
-
Discipline matters. We don't make investment decisions based on emotion.
-
Diversification is key. Broad equity and fixed income diversification is the key to managing risk.
-
We aren't stock pickers, nor do we try to beat the market. Evidence shows this to be a fools errand. Investing, when done well, is boring.
Who We Help
We Do Our Best Work With
Business Owners within 5 years of retirement
Diligent savers with retirement investments of $500,000 or more
Who want a partner for the transition into retirement and beyond
Meet the Team
CONTACT
1627 Greenup Ave Ste 217
Ashland, KY 41102
125 S 6th St, Ste 301
Louisville, KY 40202
BACK TO TOP