Lightpath serves many different clients with a variety of financial planning needs. Like them, your needs are as individual as you are. As such, our team is proud to provide you with professional guidance and an array of financial planning and wealth management services that can be personalized to fit your situation.
Who We Are
Lightpath Wealth & Tax Advisors is an independent financial advisory firm providing comprehensive retirement and CPA-based services. Located in Louisville, KY, our mission is to empower you to feel financially secure and comfortable, especially during and after times of significant change. We aspire to provide a level of understanding and personal care that exceeds your expectations.
Lightpath’s approach will enable you to:
- Help and protect your family
- Enjoy and maintain your lifestyle
- Plan ahead for the expected and unexpected
- Create a legacy
- Feel secure knowing that your financial affairs are in order
We help you make the best use of your resources to improve the quality of life for you, your family and your community. To us, “wealth” is not just the money you have, it is your ability to use it to live your ideal life.
Independent Financial Advisor
In today’s ever-changing economic environment, trusted financial advisors who offer value-added services are critical to your financial success. We believe in pure, unbiased consulting, and placing our clients’ investment objectives before anything else. We maintain an environment where clients are known by name and not by account number, and where their well-being is held in the highest regard.
The goal is to build a relationship with our clients which is based upon professional experience, great customer service, and our collective market experience in good times and in bad. It is a relationship founded on objectivity, and held in trust that keeps your financial success in mind at all times.
Our value to clients is reflected by an exceptionally high client retention rate. We believe our clients stay with us year-after-year because of our:
- Emphasis on income-generating strategies
- Persistence in conducting our own thorough due diligence on every single investment we recommend
- Independence from proprietary brands and products
- Focus on service excellence and long-term firm sustainability, so you and your next generation can count on continuity of service
- Commitment to continuous financial planning, because our clients’ lives and financial futures change over time
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us or call us at 502-632-3624 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.