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“"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!"”
8:30AM - 6PM
620 S 3rd St #204, Louisville
Financial Advising
“Brian made the acquisition process very easy. He represented the seller and worked with me (buyer) during the entire process. Brian went above and beyond to make the process as smooth as possible. I trusted Brian and his advice, information and guidance throughout the acquisition process. Brian is an expert at what he does and look forward to doing business with him again in the future. I highly recommend Brian and American Fortune.”
“My husband and I were invited to an informational dinner by Phil and his team. We liked what we heard and decided we wanted to meet with them to learn more.Best investment/ retirement decision we’ve made!They are extremely professional, knowledgeable, think outside the box (unlike many financial groups), and definitely work to keep us on track with our retirement goals.They all are wonderful caring people. We love that.I recommend them to anyone that asks us what investment group we are with.”
“Daniel Hall had the greatest cuatomer service ive ever heard. HE WENT FAR AND BEYOND AND TAUGHT ME AOMW THINGS. HE SHOULD BE PAYED TO TEACH BEGINNERS IM SO THRILLED TO BE A MINORITY INVESTOR IN A MAJOR SPORTS FRANCHISE. IM LIVING A DREAM.”
“I absolutely want to thank the staffIn these trying timesThey definitely know there stuff and I appreciate there helpI call them often and they are very friendly and have good advice”
Financial Advising
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“I’ve been retired for two years and my wife is still working but still trying to decide her retirement date. I began talking to financial advisors around 2 years before I actually did retire. I had talked with three other companies besides TWF.I decided to go with TWF because I was more comfortable with the way they laid out our income plan and how our money would be distributed through retirement.My wife and I also liked the fact that even though Mr. walker is roughly our age, TWF seemed structured very well, and we have mainly been dealing with advisors he has in place that should be around throughout our retirement.they’ve been very flexible and receptive to us changing dates and information in our plan and them making adjustments, and have been very responsive to any questions that we have concerning our plan.So far we’ve been very happy with TWF.”