We have a uniquely qualified team of experienced tax and investment professionals to help guide you through all types of economic environments. By constantly looking ahead and planning for future trends and changes in the industry, we aim to position our clients in a way that will best serve them over the long term. We bring more than 90 years of combined tax and investment management experience to the table. In order to achieve the best financial outcomes for you, each of our clients is assigned two full-time, licensed financial advisors and the support of our team.
Each of our clients also receives the benefits of eMoney, a state-of-the-art, secure website where their assets, liabilities and important documents are organized. This serves as our answer to today’s demand for perpetual online access to your financials. Here you can see an aggregation of all of your accounts, from investments and liabilities to checking and savings accounts. The website even allows you to create a customizable template for your monthly budget as well as store sensitive documents such as your will or health care directive. Perhaps one of its most valuable features, eMoney also allows you to set various monetary goals and check on the progress of those as needed, allowing you to prioritize and track your momentum daily.
To us, taking care of our clients means understanding your personal needs as well as managing the financial. We are a local practice, and we consider ourselves a family more than just a team. As such, it is our pleasure to serve your family. We offer several specialized client events throughout the year to show our appreciation and to get to know you and your family better. Favorites include our March Madness Kick Off, Pre-Derby Party, Louisville Bats games, our Quarterly Market Updates, Shred-It and our Holiday Party.
Finally, we are invested in our community. Our advisors are involved personally in many philanthropic non-profit organizations including the Louisville Friends of V, the local arm of The V Foundation for Cancer Research. We believe that when you live and work in a community, you should invest in that community, and we do our best to give back.
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure