Financial Strategies Group, LLC

Louisville KY leading Independent Financial Firm

  • Who We Are
  • Our Process
  • Our Philosophy
  • Our Services
    • Family/Individuals
    • Corporate Planning
    • Non-Profit
    • Business Owner Services
    • Professional Partnership
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Our Philosophy

Your needs always come first and foremost, but we also believe that the products we choose can be very beneficial when used in a well-thought-out, personalized strategy. When it comes to managing your risk, there are several things that can come into play, like the overall costs and fees, how you own the market or products, allocation of assets, risk parameters, tax efficiencies and fiduciary standards. Even though the products are the least important element of what we do for you, we know they can have significant impact, which is why we stay committed to our process and pay close attention to the full implementation of your plan.

Services

  •    Family/Individuals
  •    Non-Profit
  •    Corporate Planning
  •    Professional Partnership
  • Who We Are
  • Our Process
  • Our Philosophy
  • Contact Us

P: 502.244.4150   F: 502.244.4155   |   13000 Equity Place Suite 107   |   Louisville, KY 40223


Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Financial Strategies Group, a registered investment advisor. Financial Strategies Group is a separate entity from LPL Financial. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, CO, FL, GA, IL, IN, KY, TN, TX, NC, WA.

Click on the links for a copy of the Firm ADV and Client Relationship Summary.

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