Louisville, KY (PRWEB) October 14, 2013
Meritrust Wealth Management and Brian Ramsey were awarded the “Best of the Best” designation for excellence in the categories of Financial Advisor Louisville KY and Financial Planner Louisville KY. This award signifies the continued commitment and dedication of the area’s best in wealth management and planning services.
Unlike most national banks and wirehouses, Meritrust Wealth Management is truly independent.
Meritrust Wealth Management has a team of advisors that assists generations of clients to help protect, build, and manage their wealth. They are uniquely positioned to offer tax savings advice and asset protection strategies.
Meritrust Wealth Management’s list of services with short descriptions includes:
Family Office Solutions
Investment Planning for Individuals
Retirement Income Planning
Company Retirement Plans
College Education Funding
Life & Health Insurance
Long Term Care Insurance
Disability Income Insurance
At Meritrust Wealth Management, they are focused on getting to know clients and developing a customized plan to pursue their goals. They find strategies that fit needs, not a sales quota. Genuine trust and confidence develops from their personal service and commitment to long-term relationships.
Think of any successful business, one like Apple or even a small privately held company. They all have one thing in common, they have Business Plans. Those plans have forecasts and those forecasts are measured against actual results. Adjustments are made to reflect different economic conditions, changes in forecasts etc.
Call Brian Ramsey and Meritrust Wealth Management at phone number (502) 542 – 6840 or visit their website at http://www.brianwramsey.com to know more on their services online.
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