Financial Planners near Hurstbourne

“"Absolutely impressed with the depth of knowledge and personalized attention I received from Chris at Family Wealth Planning. Not only did he provided me with detailed insights into various financial strategies, but he also took the time to ensure I fully understood each aspect of my plan. Their commitment to educating clients sets them apart, making the complex world of finance feel approachable and manageable. I feel empowered and confident moving forward with Family Wealth Planning by my side. Highly recommend Chris and his services for anyone seeking comprehensive financial guidance!"“

“I first heard about Dwight Rich on the radio. I had a concern about my investment that I had made in gold bars and silver so I reached out to him and expressed my financial situation. He immediately called me and then we talked over the phone for a while. I could tell he was also concerned about my decision to purchase gold and I had put everything into Gold bars and silver. That was my first mistake. After we talked for a while, he set up a zoom call with me and my husband. My husband and I were both impressed with his experience and felt he was giving us the best advice. Through this zoom call, he discovered that the company that I was doing business with for the gold and silver, were not being honest. were taking advantage of me and I started to question myself even more. When i reached out to inquire about my account with the gold and silver, I was furious that I had been taken advantage of and my future did not look good going forward. Dwight went above and beyond for me and I hadn't asked him to do this. I now believe there might be a sliver of hope for my future. I have decided to do business with Dwight and I feel rest assured that I am in good hands with Rich Wealth Management. I would highly recommend him if you are questioning what to do with your money to make it work best for you and your family. I am so glad I heard him on the radio and listened to his thoughts and concerns about where I was going and it wasn't going to end well. I now feel relieved and positive about my future and I owe all of that to Dwight Rich. He is a blessing.“

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“Townsend Financial Planning has been a godsend for us. They helped us plan for retirement while we were working and are helping us navigate our retirement years with confidence. Everyone on the team is professional and makes us feel like we are the best hands!!“

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“Knowledgeable, good at explaining, well organized, and friendly. Definitely very happy with their service.“

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“Andrew and Austin were both great representatives of the company and had a lot of valuable information to offer me throughout my financial consultation, they were both very knowledgeable and professional while talking to me and made sure to simplify things I didn’t understand so that I could have better insight into my financial situation and overall understanding of different investment avenues. I left the meeting a lot more confident about myself when it came to investing and felt that I was in good hands with LFG.“

“These folks have been helping us with wealth planning and estate services for a number of years, they truly are Family and the returns have been nothing short of spectacular.“

“Seeing and hearing from Wes, Heather and, Trey on a recent Tony Walker Financial video was encouraging. It made me think, if something happens to Tony, this company is still in good hands.“