Family Wealth Strategies

07/16/2026

We are still so honored to have won in this category. Thanks again to our valued clients and amazing community.

Website Blog Article: Where Financial Planning Gets Personal. Posted by Guide to Kentucky - Guide to Kentucky

07/04/2026

Happy Fourth of July! ❤️🤍💙

Today, we celebrate the freedoms we enjoy, the sacrifices made to protect them, and the time spent with family and friends.

From all of us at Family Wealth Strategies, we wish you a safe, joyful, and memorable Independence Day. We hope your day is filled with laughter, good food, and moments that matter most.

Happy Independence Day!

07/02/2026

06/26/2026

Check out this article, published by Guide to Kentucky 🎉

Website Blog Article: Where Financial Planning Gets Personal. Posted by Guide to Kentucky - Guide to Kentucky

06/24/2026

An afternoon well spent. ❤️

Today, our team had the opportunity to volunteer with Dare to Care Community Kitchen and support an organization making a meaningful difference in the lives of so many throughout our community.

We're thankful for the chance to contribute to such an important mission and inspired by the impact Dare to Care continues to make every day.

06/16/2026

✨ Your Retirement Journey Should Feel Different ✨

From the moment you walk through our doors, our goal is simple: make you feel welcome, comfortable, and confident.

You'll be greeted by a friendly team and enjoy a relaxed and inviting atmosphere designed to help you feel at ease.

Most importantly, you'll have the opportunity to sit down with advisors who are committed to educating—not pressuring. We believe retirement planning should be centered around clarity, understanding, and helping you make informed decisions about your future.

Whether you're preparing for retirement or already enjoying it, we're here to help simplify the complexities and provide guidance every step of the way.

At Family Wealth Strategies, you're more than a client—you’re family. 💙

06/11/2026

🏆 We’re honored to share some exciting news!

Family Wealth Strategies has been named a 2026 Best of Kentucky Award Winner in the Financial Advisors category!

Selected by the readers and editors of Guide to Kentucky, this prestigious recognition is awarded to businesses that demonstrate excellence in their industry and commitment to the communities they serve. Even more humbling, fewer than 10% of Kentucky businesses receive this distinction.

This award is a reflection of the trust our clients place in us every day. We are incredibly grateful to the families who allow us to be part of their retirement journey and to our dedicated team members who work hard to serve them with care, integrity, and personalized guidance.

As a locally owned Kentucky business, we are proud to help retirees and pre-retirees build, protect, and enjoy their retirement with confidence.

Thank you for your continued support and for making Family Wealth Strategies part of your family. ❤️

We help individuals build personalized retirement strategies for a confident and secure future.

06/03/2026

✨ Team Member Spotlight: Lisa ✨

This month, we're shining the spotlight on Lisa, our amazing Client Experience Coordinator!

From welcoming visitors with a smile to helping coordinate client visits, Lisa brings warmth, kindness, and care to every interaction. Her friendly personality and attention to detail help ensure our clients always feel comfortable, valued, and right at home.

We're grateful for all she does to create the exceptional experience our clients have come to expect at Family Wealth Strategies.

💙 Thank you, Lisa, for all you do!