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INVESTMENT MANAGEMENT & RETIREMENT PLANNING

Wealth Management Firm

DIVERSE PRODUCT STRATEGY FOR EVERY AGE SEGMENT

wealth management in louisville ky

IMPORTANCE OF FINANCIAL PLANNING

Protect

Protect loved ones in unforeseen, difficult situations

Grow

Grow your investments with various tax benefits

Enjoy

Reap the benefits from a diversified portfolio

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Meet Ketan Patel, MS, MBA

Our services allow you to make smart decisions about your financial future. Our personalized financial planning tools help you decide when and where you want to be with your finances by diversifying your portfolio with products designed to be safety net for you and your loved ones.

Louisville wealth management
Contact

CONTACT US

For any inquiries, please call or email us:

312-316-0372   |   Contact@navigatedretirement.com

our address

Louisville, Ky
 

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