Tap into These Key Financial Planning Services for Greater Structure and Organization

As an individual looking after your personal and family goals, you require a diverse array of services to fulfill your financial needs today and for the future.

For instance, you may be able to benefit from services such as tax planning or Social Security optimization.

Or as a business owner or manager or a professional, you face many challenges to manage and grow your business.

For example, you may seek help to select, administer, and manage your company retirement plan.

Or you may be looking for a deferred compensation plan to assist in attracting and retaining key employees.

Whether you are an individual, professional, or business owner or manager, through Louisville Capital Advisors you gain extra experience at your side.

Helping you become better organized with one or more of these common planning issues.

For Individuals

You can access a skilled team through Louisville Capital Advisors to provide services such as:

  • Personalized Wealth & Investment Management
  • Retirement Income & Distribution Planning
  • Social Security Optimization
  • Estate and Legacy Planning
  • Tax Planning
  • Insurance
  • Healthcare & Medicare Planning
  • Long-Term Care Planning

For Businesses Owners or Managers or Professionals

You have an array of key services at your fingertips through Louisville Capital Advisors and Raymond James such as:

  • Banking and cash management*
  • Business lending*
  • Key person insurance
  • Asset management
  • Bonds and mutual funds
  • Insurance and annuities
  • Investment banking
  • Retirement plans
    • 401(k)
    • Profit sharing
    • Pension
    • Simplified employee pension (SEP)
    • Savings incentive match plan for employees (SIMPLE)
    • Defined benefit plans
  • Deferred compensation plans

*Available through Raymond James Bank.

We invite you to contact us for more information about our services here »