TO FIND OUT
HAS MY RETIREMENT PLANNING MADE MY RETIREMENT SAFE?
Click on "Complimentary Consultation" below for either a phone call, video conference, or in-person meeting
About
Glide Path To Retirement
When an airplane comes in for a landing, they use what is called a glide path. It is supposed to be a preferred path for a smooth transition from air to the ground. The pilots have a checklist for each type of airplane during this glide path and Just like every airplane is different, so is everyone's retirement savings. Find out what your Retirement Glide Path should be for a smooth transition from working to retirement.
There Is A Silent Owner of Your Retirement
If you have a 401k, 403b, 457, Traditional IRA, SEP IRA, or SIMPLE IRA, you have a silent owner on each of these accounts. Unfortunately, they hold all the cards and can change the rules on what their portion of your account they will take away from you and your family. Find out what we have done for others in navigating this retirement pitfall.
About Us
We don't mix any words about what we do: We are Retirement Specialists. Our staff has decades of experience in providing our clients with a strategy that gives them a dependable retirement income, minimization of their retirement tax burden, and make sure their estate is going to those they want in the most efficient way.
Contact US
Send us a message, and tell us more about your financial goals and needs. We will get back to you soon to schedule a consultation.
Lead Point Financial
714 Lyndon Ln Suite 11, Louisville, Kentucky 40222, United States
Hours
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
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