Reliant Wealth Planning- Financial Advisor Louisville, KY

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About Reliant Wealth Planning

Reliant Wealth Planning is a premier retirement and estate planning firm, combined with personalized portfolio management, with both decades of experience and deep technical expertise and training. Reliant's differentiating value is our focus on building comfort for clients. Comfort is NOT some abstract feeling, but rather a deep sense of your needs being met, based on three factors: 1) Relationship 2) Expertise 3) Trust. We think the world of wealth management is divided between NOUN-focused or VERB-focused Advisors. Noun-focused Advisors have a product on the shelf to sell. VERB-focused Advisors, such as Reliant, rely on objective, disciplined processes to advise you as to what actions you should take to improve your ability to achieve your financial purpose.

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General Information

Firm Start Year

2017

No. of Employees

10-19

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelor's of Science - Individual Psychology

United States Military Academy, West Point
06/01/1991 -05/28/1995

Master of Arts in Theological Studies - Church history / Bibliology

Liberty Theological Seminary
01/01/2014 -06/01/2016

Master of Science in Financial Services - Retirement Planning

American College of Financial Services
06/01/2018 -08/01/2020

Graduate Certificate - Behavioral Finance / Financial Psychology

Creighton University
01/01/2021 -08/01/2022

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891809/paladinregistry-Reliant-Wealth-Planning-detailed-disclosure.html

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Reliant Wealth Planning