Wisdom Financial Management, LLC
-
101 Bullitt Lane Suite G-5
, Suite G-5
Louisville, KY 40222 - (502) 425-4000
- Website
Hours
Chamber Rating
About
Wisdom Financial Management, LLC
Making the right decisions along life’s journey can be challenging without a clearly defined plan to help you reach your goals. Fortunately, Wisdom Financial Management specializes in helping you make the right decisions to make your financial goals a reality. We are dedicated to highly personal service, and we strive to develop long-term relationships with our clients. Whether it’s estimating the cost of a college education, determining how much you’ll need for retirement, or rebalancing your portfolio, we can help you develop a sound financial plan for the future.
Services
- Comprehensive Financial Planning
- Dependents with special needs
- Divorce
- Education planning
- Employee retirement benefits planning
- Estate planning
- Implement investment strategies and solutions
- Income tax planning
- Insurance planning and Risk management
- Investment planning
- Job change and job loss, including severance packages
- Long-term care planning
- Make wise decisions about your retirement accounts and plan your
- Minimize taxes and maximize the money you save and invest for yo
- Nontraditional families
- Preserve, protect, and continue to grow your assets after retire
- Retirement planning
- Terminal illness
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Questions & Answers
Q What is the phone number for Wisdom Financial Management, LLC?
A The phone number for Wisdom Financial Management, LLC is: (502) 425-4000.
Q Where is Wisdom Financial Management, LLC located?
A Wisdom Financial Management, LLC is located at 101 Bullitt Lane Suite G-5, Suite G-5, Louisville, KY 40222
Q What is the internet address for Wisdom Financial Management, LLC?
A The website (URL) for Wisdom Financial Management, LLC is: http://www.wisdomfm.net
Q How big is Wisdom Financial Management, LLC?
A Wisdom Financial Management, LLC employs approximately 20+ people.
Q What days are Wisdom Financial Management, LLC open?
A Wisdom Financial Management, LLC is open:
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Hours
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Wisdom Financial Management, LLC
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