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WealthCare Investments & Insurance
Financial Planner in Prospect KY
Is this your business?Claim it now to make a change or prevent unauthorized access.∞ 6 recommend
6603 River Rd
Prospect, KY
40059
tel (502) 410-3465
fax (866) 381-4488
mmercurio@investforyou.com
Our job is to help you make the best decision possible for your family and to meet your needs, not just to sell you something that may or may not be suitable. We do this through a process of asking questions, finding out what type of problem we are trying to solve and then identify money that will solve that problem. Helping our clients to know what their expenses are is the first part of putting together your Retirement Profile. We will look at your income needs, social security, pensions, investments and other assets to see if you will have enough money to retire comfortably. That is our goal. We want to know how much liquidity you feel comfortable with, in other words how much cash you want on hand for emergencie
Mon, Wed, Fri 9:00AM - 5:00PM
Tue, Thu, Sat - Sun Closed
Holidays Closed