FW
Family Wealth Planning Partners
Klare, einfühlsame Finanzplanung für Familien in Louisville.
5
Business
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Klare, einfühlsame Finanzplanung für Familien in Louisville.
Family Wealth Planning Partners in Louisville bietet zugängliche, klientenorientierte Finanzplanung. Kunden loben eine freundliche, angenehme Atmosphäre und klare Orientierung durch Eric, Chris und Aaron McAndrew, mit regelmäßigen Treffen zur Überprüfung langfristiger Ziele und der Ruhestandsplanung. Sie schätzen leicht verständliche Beratung und proaktive Aktualisierungen, einschließlich aufschlussreicher Podcast-Inhalte.
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Umfassende Strategien, um einen sicheren und komfortablen Ruhestand zu gewährleisten, einschließlich Einkommensplanung und Zielsetzung.
Personalisierte Portfoliobetreuung mit regelmäßigen Updates und Markttrendanalysen zur Optimierung des Wachstums und zur Risikominimierung.
Ganzheitliche Finanzplanung, die Vermögenswerte, Steuern und Nachlassplanung umfasst, um Familienvermögen zu erhalten und zu vermehren.
Fachkundige Beratung zu finanziellen Entscheidungen, Zielsetzung und langfristiger Planung, angepasst an individuelle Bedürfnisse.
Regelmäßige Treffen, Podcasts und Ressourcen, um Kunden über ihren finanziellen Weg informiert und gestärkt zu halten.
Gesamtbewertung
Roscoe Webb
Nice friendly, comfortable environment! Eric manages our account with us and keep us abreast of changes and trends in the market. He regularly schedule to meet for updates where we discuss long term goals. They even have a pod cast where insightful knowledge is shared. We have been with Family Wealth Planning for several years with no complaints.
Helen Sims
My husband and I have worked with Eric for almost 2 years now and he has done an amazing job managing our resources. We have been retired for more than two years and he guides us through the planning process and helps us make sure we have our funds in the best location for our goals. He is very easy to work with, and talk with and listens to what our needs are. We highly recommend Eric.
Tom Schmitt
Just the word "Family" in the name of the business lets you know their focus. They will help you determine your goals and formulate a plan for you to reach them. FWPS has helped us make decisions on investments and we have watched them grow. They have been there to answer all our questions. A wealth planning company must promote confidence. Family Wealth certainly does that.
Bill Cahill
Chris and his team always make you feel comfortable and speak on a level you can understand. The way they articulate their thoughts in communicating your financial future is second to none. They have given us a beyond the expected comfort level in an area that can be very stressful.
Lee Ann O'Hara
My husband and I started using Family Wealth Planning Partners as we neared retirement. Aaron McAndrew has worked closely with us as we navigated into retirement. We meet with him regularly, and there has never been a time he wasn’t 100% knowledgeable about the inner workings of our accounts. I would highly recommend Aaron and the team at Family Wealth Planning Partners.
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