Liz Trotter
BFA™
Financial blueprints for Kentuckiana and beyond: Advice, Investments, Insurance, Banking, and Generosity
State(s) Licensed: IN, KS, KY, MO, OH
9420 Bunsen Parkway Suite 110
Louisville, KY 40220
Financial blueprints for Kentuckiana and beyond: Advice, Investments, Insurance, Banking, and Generosity
State(s) Licensed: IN, KS, KY, MO, OH
Serving Kentuckiana with Tailored Financial Solutions!
It’s not easy to take that first step and begin a conversation about money. That’s why Inspired Wealth Advisors takes a different approach when working with clients: It starts with a conversation about you, your life, and what matters most to you. We build a relationship based on open communication to figure out the best options for you. As your financial guide, we provide financial planning, wealth management, and encouragement tailored for you and those you care most about.
- Life and Health benefits
- Wealth accumulation and risk management
- Retirement income planning
- Business Planning
- Wealth & Estate Preservation
- Advanced Charitable and Legacy Strategies
No matter what life brings or what goals you have, we are here for you.
Looking for a Retirement Explorer Analysis?
Are you within 10 years of retirement? Are you confident that retirement will look exactly the way you'd like it to financially? Put your confidence to the test by answering 6 questions in the message field below. We will call to schedule a 30-minute, complimentary consultation after receiving your information. During the consultation, you will receive your retirement explorer output that will provide great clarity to financial uncertainties for life after working years. Please number and answer these questions in the following order below using the message field.
- Date of birth (and spouse's Date of Birth if applicable)
- Current income (and spouse's income if applicable)
- At what age would you like to retire?
- Based on your family history, to what age do you hope to live?
- What is your desired retirement income in today's dollars?
- What is your estimated, combined retirement account balance(401k, 403b, etc); and what percentage of your income is being contributed annually?
Optional, additional information: If you know the answers to these questions, please include them to receive a more precise output during our meeting.
- What is your estimated social security income at your desired retirement age? If you are already receiving social security income, what is your monthly benefit? If you do not have estimates, don't worry, we have a calculator inside the tool that will estimate it for you.
- Are you eligible for a pension at retirement; and if so, what is your estimated monthly pension income?
I'm looking forward to connecting with you!
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Louisville Office
- Phone:
- 502-415-6838