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13 Wealth Management Issues

  1. Investment Management
  2. Insurance Strategies
  3. Liabilities and Debts
  4. Retirement Distributions
  5. Executive Stock Compensation
  6. Business Succession Planning
  7. Durable Power of Attorney
  8. Gifting Strategies
  9. Charitable Giving During Life
  10. Titling of Assets
  11. Executor / Successor Trustee
  12. Distribution Planning at Death
  13. Charitable Inclination at Death
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Experts "In-House" Ready to Assist

For Individuals

Financial Planning

Financial Planning

I work with our Certified Financial Planners® to create an agile plan, based on your needs and goals

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Trust Services & Estate Planning

Trust Services & Estate Planning

Along with the Hilliard Lyons Trust Company, we'll discuss and plan charitable and family giving

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Investment Management

Investment Management

Along with our Investment Team, we will discuss the right solution for you

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For Businesses

Investment Banking

Investment Banking

Experienced in mergers and acquisitions, capital, business valuation, ESOP advisory, and exit planning with a specialized focus in middle-market businesses

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Retirement Solutions

Retirement Solutions

Retirement Planners to assist in aligning the financial goals of employees and business, uncovering growth opportunities and evolving with your changing needs

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