80/20 Wealth Management - Crestwood, Kentucky

80/20 Wealth Management

80/20 Wealth Management is a highly regarded financial services company located at 6001 Claymont Village Dr #10, Crestwood, KY 40014. With a strong focus on client needs, they offer a wide range of expert financial planning services.

Specialties:

• Financial planner
• Certified public accountant
• Financial consultant

Additional Information:

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointments recommended

80/20 Wealth Management offers comprehensive financial planning services to help their clients achieve their long-term financial goals. Their team of experienced professionals includes financial planners, certified public accountants, and financial consultants who work closely with each client to develop personalized strategies.

The company's name, 80/20, refers to the Pareto principle, which states that 80% of results come from 20% of efforts. At 80/20 Wealth Management, they strive to maximize their clients' financial outcomes by focusing on the most impactful areas of their financial lives.

Services offered by 80/20 Wealth Management include:

• Investment planning
• Tax planning and strategies
• Retirement planning
• Estate planning
• Wealth protection strategies
• Insurance planning
• Financial goal setting

With their expertise in these areas, 80/20 Wealth Management helps their clients make informed decisions to optimize their financial health and secure their financial future.

To learn more about 80/20 Wealth Management and their services, visit their website at 8020wealth.com or call them at 5024327806.

Address: 6001 Claymont Village Dr #10, Crestwood, KY 40014