Capstone Liberty - Family Heritage Agency

Barnes Young Wealth Advisors is a team of experienced financial professionals based in Louisville, KY. They are dedicated to helping their clients plan for life and legacy by understanding their values and goals, and providing personalized strategies to achieve them. With a focus on building strong relationships, Barnes Young Wealth Advisors offers a range of planning services to address various life events and complexities. They are affiliated with Northwestern Mutual, providing access to investment services, insurance products, and long-term care benefits.Generated from the website

Family Wealth Planning Partners is a Lifestyle Planning firm that focuses on educating individuals on growing, preserving, and transferring their wealth to future generations. By providing guidance and support, they help clients understand the reasons behind their financial decisions and investments. This approach aims to empower individuals to make informed choices when pursuing their financial planning goals. The firm's team, led by experienced professionals like Brian Ramsey, Eric Douglas, Chris Vaughn, and Aaron McAndrew, collaborates with clients to identify their aspirations and needs. By creating personalized plans tailored to each client's unique lifestyle goals, Family Wealth Planning Partners helps individuals move closer to realizing their desired financial future. Specializing in retirement planning, the firm assists clients in carefully crafting a comprehensive strategy to achieve their retirement objectives. Through setting measurable goals and implementing actionable steps, they work to ensure that all aspects of a client's retirement plan are thoughtfully considered and strategically aligned. Generated from the website content