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Financial Planning

Our financial planning process is collaborative and designed to help you identify and prioritize your unique goals. We then work with you in a proactive way to implement recommendations to achieve them.

The Value of AWM Planning:

Organization. We will help bring order to your financial life.
Accountability. We will help you follow through on financial commitments.
Objectivity. We bring insight from the outside to help you avoid emotionally driven decisions in important money matters.
Proactivity. We work with you to anticipate your life transitions and to be financially prepared for them.
Education. We will explore what specific knowledge will be needed to succeed in your situation.
Partnership. We attempt to help you achieve the best life possible and will work in concert with you, not just for you, to make this possible.

A well designed plan should help you create the life you image for yourself, your family, your future and your dreams - now and for generations to come.

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 Accredited Wealth Management
6010 Brownsboro Park Boulevard
Suite F
Louisville, KY 40207
Office: 502-290-1905
Fax: 502-290-1908


Accredited Wealth Management provides this information for educational purposes only; it is not intended to be specific to any individual's personal circumstances. 

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. To the extent that this material concerns legal matters, individuals should consult the appropriate legal counsel given their particular situation. 

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of KY. No offers may be made or accepted from any resident outside the specific states referenced.

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