Wisdom Financial Management, LLC

Tel: 502-425-4000
101 Bullitt Lane
Suite G-5
Louisville, Kentucky  40222
Wisdom Financial Management, LLC | Financial Advisor in Louisville,Kentucky

About Wisdom Financial Management, LLC

Making the right decisions along lifes 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 its estimating the cost of a college education, determining how much youll need for retirement, or rebalancing your portfolio, we can help you develop a sound financial plan for the future.

General Information

Services:   Implement investment strategies and solutions, Minimize taxes and maximize the money you save and invest for your future, Make wise decisions about your retirement accounts and plan your distribution strategy, Preserve, protect, and continue to grow your assets after retirement, Comprehensive Financial Planning, Investment planning, Education planning, Income tax planning, Retirement planning, Long-term care planning, Estate planning, Insurance planning and Risk management, Employee retirement benefits planning, Nontraditional families, Terminal illness, Divorce, Dependents with special needs, Job change and job loss, including severance packages

Office Hours

Monday   09:00 AM - 05:00 PM
Tuesday   09:00 AM - 05:00 PM
Wednesday   09:00 AM - 05:00 PM
Thursday   09:00 AM - 05:00 PM
Friday   09:00 AM - 05:00 PM

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