Enhance Wealth, LLC
Enhance Wealth, LLC Financial consultant in Lexington
2343 Alexandria Dr, Lexington, KY 40504
Services Offered
- Investment Planning
- Retirement Planning
- Tax Optimization Strategies
- Estate Planning
- Risk Management
Cost Range
The cost of services can vary depending on the complexity and scope of the financial plan. Typically, initial consultations may be offered complimentary, with subsequent fees calculated based on a percentage of assets under management or a flat fee for specific services.
Local Tips
- Located near the University of Kentucky, Enhance Wealth is easily accessible from the city center.
- There is ample parking available at the office, making it convenient for clients coming from different parts of Lexington.
- Consider scheduling appointments during mid-morning or early afternoon for shorter wait times.
FAQs
- Do I need to prepare any documents before my first consultation?
- Yes, it's recommended to bring any relevant financial documents such as recent tax returns, investment statements, and retirement account details.
- How often should I meet with my financial consultant?
- While it varies per individual, typically meeting once or twice a year is advisable to review and adjust your financial plan as needed.
- Is Enhance Wealth, LLC open on weekends?
- No, the office is closed on Saturdays and Sundays.
Contact Information
For more information or to schedule an appointment, you can reach Enhance Wealth, LLC at their office on Alexandria Dr, or by calling their main phone line during business hours.
Monday: 9AM-5PM | Tuesday: 9AM-5PM | Wednesday: 9AM-5PM | Thursday: 9AM-5PM | Friday: 9AM-5PM | Saturday: Closed | Sunday: Closed
America/New_York time zone
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Lexington
Kentucky
40504
US