Lifetime Wealth Strategies – Financial Advisors

Lifetime Wealth Strategies - Financial Advisors is a Financial Planner in Jeffersontown, KY. The firm specializes in risk management and retirement strategies, serving first-time investors, small business owners, working professionals, and women seeking personalized financial guidance. The practice coordinates all aspects of a client's financial picture to provide insights and strategy, rejecting one-size-fits-all blueprints in favor of plans matched to individual needs.

The team includes Paul Southard, Senior Managing Partner, along with Associate Financial Advisors Brian Mills, Caleb Diolosa, Craig Silverman, and Manish Sahay. Their services cover portfolio management, retirement strategies, risk management, estate strategies, life insurance, and tailored advice for high-net-worth and ultra-high-net-worth individuals. Additional offerings include extended care strategies, education funding approaches, Social Security planning, and support for small business ownership. The firm operates under the Equitable Advisors network, a national wealth management firm that emphasizes professional excellence and continuous learning. Clients begin with a complimentary introductory call to discuss their specific goals and financial situation before moving into a structured planning process.

The office is located at 9700 Bunsen Pkwy, about 0.2 miles from Malibu Jack's sports center and 0.3 miles from South Hurstbourne Parkway. It sits 0.4 miles from the Hurstbourne / Old Hurstbourne bus stop and 0.5 miles from Taylorsville Road. Cochrane Elementary School is approximately 0.6 miles away, and the South Fork Beargrass Creek drain is about 0.7 miles from the location.

The business holds a 5.00 rating based on customer reviews, reflecting a positive experience for those who have engaged with the firm. This standing supports the firm's focus on delivering practical financial strategies and reliable guidance for clients in the Jeffersontown area.

In Jeffersontown, the firm provides localized financial planning that addresses the specific needs of local residents and business owners through personalized strategies and professional oversight.