Meet with an advisor to see if your income is sufficient to cover not only your everyday expenses in retirement, but will you have enough to cover for those things you enjoy, and see if there are better ways to invest to pursue those dreams.
Meet with an advisor to research and illustrate your current financial situation and see if you what it takes to retire or at least see what you need to get there.
Meet with Marty to assure that you have titled accounts properly, and review if you have taken full advantage of all the tools available to avoid a possible 'costly' probate in the event of your death. Assure your family is taken care of the way you wish... today! We do not provide tax or legal advice but we are happy to work with your tax and/or legal advisor when pursuing your financial goals.
Personalized. Convenient. Experienced.
Because it’s your money. Through a disciplined approach on behalf of our clients, we discover your needs and your risk tolerance and obtain a clear picture of your financial being. We are not in this business merely for rankings, to beat markets, or invest in a certain PRODUCT……. we’re investing our clients’ money with advice-- thoughtfully, carefully, and with accountability with no product push offering tools that best fit your needs.
Because it’s your money why drive across town to meet your advisor? Located in the South End of Louisville directly across from the Southwest Government Center at 7212 Dixie Highway, we keep clients from making long drives to Downtown or East End Louisville when we can offer the same service and a quality financial experience to our clients. Our clients have privilege of house calls and complete access to our advisors and the LPL customer care center 800-558-7567, but our clients don’t want to deal with a ‘1800#’ they have their personal advisor.
With over 15 years of investment advisory experience, Martin Wissing, founder, has worked with a top Wall Street firm as an advisor with Morgan Stanley Investments during the peak and fall of the markets in the late 90s into the early 2000s. He continued his career with PNC Investments while undergoing the US Economy’s near default and 2nd worst year in this markets history next to the Great Depression. He understands the importance of financial guidance and the need for asset allocation strategies appropriate for each clients tolerance, and what it means to have your money last through retirement. Keep in mind that asset allocation does not ensure a profit or guarantee against loss. With ongoing research provided from the Largest Independent Broker/Dealer in the US*, LPL Financial, Martin has partnered with a firm to provide tools best to assist his clients. *Based on revenues, as reported in Financial Planning magazine, June 1996-2014.
Contact us today for a free financial evaluation and let us help you plan for the future!