FW
Family Wealth Planning Partners
Planification financière claire et bienveillante pour les familles de Louisville.
5
Business
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Planification financière claire et bienveillante pour les familles de Louisville.
Family Wealth Planning Partners à Louisville propose une planification financière accessible et axée sur le client. Les avis louent un cadre chaleureux et confortable ainsi que des conseils clairs de la part d’Eric, Chris et Aaron McAndrew, avec des réunions régulières pour examiner les objectifs à long terme et la planification de la retraite. Ils apprécient des conseils faciles à comprendre et des mises à jour proactives, y compris un contenu de podcast perspicace.
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Des stratégies globales pour assurer une retraite sûre et confortable, y compris la planification des revenus et la définition d'objectifs.
Gestion de portefeuille personnalisée avec des mises à jour régulières et une analyse des tendances du marché pour optimiser la croissance et minimiser les risques.
Planification financière holistique couvrant les actifs, les impôts et la planification successorale afin de préserver et de faire croître le patrimoine familial.
Conseils d'experts sur les décisions financières, la définition d'objectifs et la planification à long terme adaptée aux besoins individuels.
Réunions régulières, podcasts et ressources pour informer et autonomiser les clients tout au long de leur parcours financier.
Note globale
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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