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Louisville, KY - ETL
306 Middletown Park Place
Unit B
Louisville, KY 40243
T: 502.200.7225
F: 502.473.6562
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Risk Management
11.22.2023
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Markets & Investing
Life throws curveballs at us we’d never expect to deal...
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Holiday Message
11.22.2023
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Markets & Investing
As we approach the end of the year – it’s a good...
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Charitable Giving
11.22.2023
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Markets & Investing
You've achieved success, and now you're thinking about givin...
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Smart Retirement Income Planning
10.25.2023
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Markets & Investing
When do you spend more money, in your day-to-day life or when yo...
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Passing On a Legacy
10.25.2023
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Markets & Investing
You know that old saying, ‘The first generation builds the wealt...
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Selling Your Business
09.19.2023
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Markets & Investing
You’ve built a killer business. But have you thought about...
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Business Owners
09.19.2023
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Markets & Investing
Many business owners are so busy running their companies, they f...
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Our Process
07.03.2023
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Markets & Investing
We follow a time‐tested process so that you get the most out...
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Let's Reconnect
07.03.2023
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Markets & Investing
Are you feeling anxious about your financial future, or have...
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Sounding Board
02.28.2023
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Markets & Investing
Know someone who needs financial advice? During a major life...
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Market Volatility
02.28.2023
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Markets & Investing
Sure, a roller coaster ride may be a little nerve-wracking, ...
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