Current Wealth Management At First Kentucky Securities

At Current Wealth Management, we understand that life moves quickly. That's why we're dedicated to helping you prepare for the future, so you can enjoy the present. As one of the oldest independent investment firms in Kentucky, we have the expertise and experience to guide you through even the most turbulent markets. We're committed to putting our clients' best interests first, always and without exception.

Our Services

We offer a range of services designed to help you plan for the future and protect what matters most.

*Retirement Planning:* Our team of experts will work with you to create a customized retirement strategy that takes into account your unique needs, goals, and risk tolerance. We'll help you navigate the complex world of retirement planning, so you can potentially accumulate the money you'll need to pursue the activities you want.

*Investment Management:* Our investment management services are designed to help you create a strategy that aligns with your risk tolerance, time horizon, and goals. We'll work with you to develop a personalized investment plan that's tailored to your needs, and we'll monitor your portfolio to ensure it stays on track.

*Insurance Planning:* We believe that a well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. We'll work with you to develop a customized insurance plan that fits your budget and provides the coverage you need.

*Lifestyle Planning:* At Current Wealth Management, we understand that money isn't everything. That's why we offer lifestyle planning services designed to help you strike a balance between work and leisure. We'll work with you to develop a plan that helps you achieve your personal and professional goals, so you can live the life you've always wanted.

*Estate and Tax Planning:* We'll work with you to develop a comprehensive estate plan that helps protect your assets and ensures they're distributed according to your wishes. We'll also help you navigate the complex world of taxes, so you can keep more of what you've earned.

Our Process

At Current Wealth Management, we believe that every client is unique. That's why we take a personalized approach to every aspect of our business. When you work with us, you can expect:

*A Complimentary Consultation:* We offer a free, no-obligation consultation to get to know you and understand your goals.

*A Customized Plan:* Based on our conversation, we'll develop a customized plan that takes into account your unique needs and objectives.

*Ongoing Support:* We'll work with you to monitor your progress and make adjustments as needed, so you can stay on track to achieve your goals.

Our Team

Our team is led by Accredited Investment Fiduciary, Tyler Current. Tyler has over a decade of experience in the financial services industry, and he's dedicated to helping his clients achieve their financial goals.

At Current Wealth Management, we're more than just a team of financial professionals. We're a group of people who are passionate about helping our clients live their best lives. We believe that everyone deserves access to high-quality financial advice, and we're committed to providing it in a way that's transparent, accessible, and affordable.

If you're ready to take control of your finances and start planning for the future, we're here to help. Contact us today to schedule a free consultation with Tyler. We look forward to working with you!