Our goal is to help you find financial clarity. Whether you are at the peak of your career or descending into retirement, our team is here to help you create a financial plan that works for you.
While our office is located in Louisville, KY, we work with clients around the world. We know you’re on the go – our systems are designed for 24/7 global access allowing you to stay as connected to your finances as you choose to be. Cerity Partners offers a complimentary consultation for IPA pilots to review the following topics and address any questions you may have:
We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way. As an Cerity Partners client you will have a dedicated advisor team with access to specialists in other fields such as tax and insurance through one of our many affiliates.
We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way.
Our IPA advisor team and fellow colleagues are extremely excited to join Cerity Partners. We believe our teams are stronger and more equipped to continue servicing our existing IPA clients, employees and retirees. With consistent change related to your IPA benefits, it has never been more important to have ongoing communication and direction from a trusted resource.”Joe Tichenor, CFP®, Partner
Building for the future requires a comprehensive plan built on knowledge and experience. We believe that in order to provide our clients with the financial foundations they need to succeed, we must first take time to fully understand the depths of their personal financial goals.
For this reason, we offer a complimentary consultation to review the following topics and address any questions you may have:
Please read important disclosures here.
Schedule your complimentary discovery call with an advisor who specializes in your company benefits. They will assist in seamlessly incorporating these benefits into your broader financial strategy, guiding you forward in your financial journey.
Senior Associate
Brad Nenni
Senior Associate
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