The Wealth Planning Company

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2225 Lexington Rd
Louisville, KY 40206
The Wealth Planning Company in Louisville, KY, offers comprehensive financial planning and investment services tailored to your goals. As trusted financial advisors, we specialize in retirement plans including traditional IRA, Roth IRA, and 401(k) planning, along with estate plans, college savings, and tax strategies. Our services include brokerage accounts, bonds, government securities, and insurance solutions like life insurance and disability income insurance. Let us help secure your financial future with expert guidance.
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