(502) 245-0404 llwmcc1@bellsouth.net

Financial Services

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Reliant Wealth Planning
301 Townepark Cir
40243
Our practice is built around helping business executives and other successful individuals prepare for and enjoy a comfortable retirement. We focus on the important transition from accumulating wealth to its efficient preservation, distribution and ultimate transfer to their heirs and philanthropic interests.

Services we provide include:
Retirement planning
Retirement income strategies
Investment management
Wealth transfer
Legacy/estate planning
Charitable giving strategies
Risk management
Cash flow management

http://www.reliantwealthplanning.com
5023985052
5023985018
Retirement Management Services, LLC
905 Lily Creek Road
40243
Retirement Management Services is a nationally recognized, independent, fee-based consulting firm headquartered in Louisville, Kentucky. We provide design, administration and consulting services for many types of retirement plans, from Cash Balance plans to 401(k). We work with plan sponsors and financial advisors to ensure the retirement plan operates smoothly, while allowing flexibility in choosing investments and recordkeepers.

Retirement Management Services is a nationally recognized, independent, fee-based consulting firm headquartered in Louisville, Kentucky. We provide design, administration and consulting services for many types of retirement plans, from Cash Balance plans to 401(k). We work with plan sponsors and financial advisors to ensure the retirement plan operates smoothly, while allowing flexibility in choosing investments and recordkeepers.

We are approved by many national vendors and our client base is throughout the United States. Our clients range in size from one participant plans to companies with over 50,000 employees and they operate in a variety of industries.

*Our highly trained staff and superior customer service has been the basis for our success for over 19 years.

* All of our clients are serviced by a dedicated retirement plan service team that provides excellent service to the client and the financial advisor.

* Our pension consultants answer technical questions, monitor the retirement plan, make recommendations based on the company’s needs and present alternatives when tax laws change or company demographics shift.

* We offer a customized, Volume Submitter document.

As an industry-leading retirement plan administration firm, RMS assists plan advisors and plan sponsors in meeting their unique plan design goals. Give us a call at 502-429-0767 if we can assist you with your retirement plan needs.

http://www.consultRMS.com
(502)429-0767
(502)423-7672
11800 Shelbyville Rd, Louisville, KY
40243
A locally owned bank, offering full service to all customers.

A locally owned, full service bank offering financial services to meet all your lending, deposit and financial needs for both businesses and consumers.

http://www.syb.com
502-625-2409
502-244-5216