Reaching New Levels of Financial Planning to Help You Pursue your goals

It's never been easier to set your personal financial and retirement goals.

It's never been easier to follow your personal financial and retirement goals and to follow your progress as you move toward unlocking your dreams and desires.

The Louisville Capital Advisors Planning Process is valuable whether you are a pre-retiree activating your planning for retirement, a professional saving and investing, or a retiree monitoring your progress.

This interactive process addresses concerns such as:

  • How much do you need to save so that you won’t run out of money in retirement,
  • How can you make the most of your resources,
  • How much will inflation affect your purchasing power, and
  • How will you pay for your needs and wants in retirement?

This financial planning process reveals how you can create your desired income stream for retirement while also guiding you in many other financial areas.

  1. Understanding Your Goals – We listen to you.  Our experienced team is at your side to help you create a detailed picture that includes your future goals, your perspective on risk, and your liquidity needs.

  2. Designing Your Plan – Next, we help you devise a plan that determines the appropriate asset allocation model and corresponding investments that best support your goals on a risk-adjusted basis.

  3. Monitoring Your Plan – Once we approve your plan and put it into action, we regularly monitor your progress toward your objectives.  Here we run tests on the things that are likely to change such as inflation, your health, and the markets – and how they can affect your plan.

Throughout the disciplined Louisville Capital Advisors Planning Process you gain the experience and ongoing support of our team to help take care of the big picture for you along with the finer details.

We invite you to watch the informative 2-minute video below. Then, contact a member of Our Team to get started here »