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We are Income Planners

At Family Wealth Strategies we want to help you answer the question “Will I run out of money before I run out of time?” If the answer to that is “yes” we want to help you to create a plan for income that you can’t outlive. If you are near retirement—or have already retired— income planning often includes complex financial questions that may play an important role in your ability to enjoy the lifestyle you want. These include

  1. How should I manage my retirement savings accounts? (Traditional and Roth IRAs, employer-sponsored plans, taxable investment accounts, etc.)
  2. When should I begin taking Social Security?
  3. Which retirement expenses are essential and which are discretionary?

We want to create a plan for that. Contact us today to for your free, no obligation discovery appointment!

Contact us

Get started today with your no obligation, free appointment

1-502-749-1439

We Help With Estate Planning Strategies

Together, with our affiliate partners, Family Wealth Strategies provides estate planning for you and your loved ones. We help you consider will, trusts, and how to leave the most money to your beneficiaries in the most tax efficient manner possible. Our desire is to help you achieve the peace of mind that comes from knowing that your estate will be handled properly upon your passing.  Give us a call today to get started!

Contact us

Get started today with your no obligation, free appointment

Investments

As a part of a wholistic retirement plan, Family Wealth Strategies offers wealth management, investments, IRA/401(k) Rollovers, and more. We will work with you to create the optimal retirement plan which includes the appropriate positioning of your investable assets to help meet your investing goals.  Schedule a meeting with us today to see how investments work into a healthy retirement plan.

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Get started today with your no obligation, free appointment

We Help With Tax Planning Strategies

Reducing taxes is an important piece in creating your retirement plan. Tax laws can often be confusing, and little mistakes lead to larger tax issues. Overpaying taxes can lead to a lower retirement income so we want to help you to consider all the options to optimize tax efficiency. We pay close attention to your tax liability during every step of your financial planning process to minimize problems and optimize tax deductions. We believe that if we can save you money on taxes that we are really making you money! Contact us today to book your no obligation, free discovery appointment.

Contact us

Get started today with your no obligation, free appointment

We Help with Healthcare Plans

Do you know how much healthcare will cost during your retirement? Healthcare can be one of the biggest expenses in retirement and one you may be underestimating. We believe that any financial planner should include conversations about your health care as a part of that comprehensive plan.  At Family Wealth Strategies we will spend time discussing your Medicare options and helping you think through long term care if you would ever need it. Give us a call today to get started!