Advantage Investment Management

Advantage Investment Management AIM is an independent financial advisory firm - retirement planning, estate planning, & savings

From our AIM family to yours, we extend our warmest wishes for a wonderful Thanksgiving filled with great food, good com...
11/26/2024

From our AIM family to yours, we extend our warmest wishes for a wonderful Thanksgiving filled with great food, good company, and plenty of joy.

Our office will be closed on Thursday, November 28, and Friday, November 29, but we'll be back and ready to serve you on Monday, December 2.

Enjoy the holiday!

This Veterans Day, we invite you to join us in honoring the brave men and women who have served our nation.Our veterans ...
11/11/2024

This Veterans Day, we invite you to join us in honoring the brave men and women who have served our nation.

Our veterans have shown incredible bravery, dedication, and resilience, ensuring our freedoms and security. Whether serving at home or abroad, in times of peace or conflict, their contributions are invaluable.

To all the veterans in our network, thank you for your service from your team at Advantage Investment Management.

Today is Election Day, a pivotal moment for our community and our nation. Your vote is your voice!Lets come together and...
11/05/2024

Today is Election Day, a pivotal moment for our community and our nation. Your vote is your voice!

Lets come together and make our voices heard. Democracy thrives when we all engage. Go out and VOTE today!

Halloween falling on a weekday? Now that's some real paw-ranormal activity! 👻🐾As you navigate through the spooky season,...
10/31/2024

Halloween falling on a weekday? Now that's some real paw-ranormal activity! 👻🐾

As you navigate through the spooky season, don't forget to keep your finances in check. Wishing you a Happy Howl-oween filled with treats and no tricks! 🎃💰🐶

Daylight Saving Time ends on Sunday, November 3, 2024, at 2:00 a.m.! Don't forget to set your clocks back and enjoy that...
10/25/2024

Daylight Saving Time ends on Sunday, November 3, 2024, at 2:00 a.m.! Don't forget to set your clocks back and enjoy that extra hour of sleep! 💤

Most devices will adjust automatically, but remember to manually update your vehicle's clock, wall clocks, and certain household appliances.

Enjoy the brighter mornings!

Still have some financial goals haunting you this year? No worries – we’re here to work our magic and help you achieve t...
10/14/2024

Still have some financial goals haunting you this year? No worries – we’re here to work our magic and help you achieve those results. Give us a call, and we’ll carve out some time to get you back on track 🎃

Now for a bit of fun: should our office dress up for Halloween this year?!

Happy National Financial Planning Month! We want to take this opportunity to thank our amazing client family for trustin...
10/01/2024

Happy National Financial Planning Month!

We want to take this opportunity to thank our amazing client family for trusting us with your financial planning needs. Your confidence in us means the world, and we’re honored to help you achieve your financial goals.

As always, we're here for you. Whether you have questions, need advice, or just want to chat about your financial future, don’t hesitate to reach out.

Here's to a month of thoughtful planning and continued success!

In recent years, Americans have heard a lot of chatter about the Federal Reserve’s impact on interest rates and inflatio...
09/23/2024

In recent years, Americans have heard a lot of chatter about the Federal Reserve’s impact on interest rates and inflation. But what exactly does the Federal Reserve (Fed) do?

Swipe through to learn the basics of the Fed, its goals, and why it matters for your investments! ➡️

Ready to make informed decisions? Follow us for more financial insights!

Today, as we commemorate Patriot Day, we honor and remember the lives tragically lost on September 11, 2001. This solemn...
09/11/2024

Today, as we commemorate Patriot Day, we honor and remember the lives tragically lost on September 11, 2001. This solemn anniversary reminds us of the resilience, bravery, and spirit of unity that define us as Americans.

Whether you have a personal memory of that day or know its impact through the stories of others, we hope you’ll join us in pausing to reflect on the freedoms we enjoy and the community we cherish.

May we never forget.

Today, let's celebrate the power of retirement planning and the incredible benefits of 401(k) plans! Swipe through for t...
09/06/2024

Today, let's celebrate the power of retirement planning and the incredible benefits of 401(k) plans! Swipe through for three essential facts about 401(k)s that everyone should know.

As always, reach out if we can be of assistance. We are here to help. 502-212-3000

This Labor Day, we're pausing to say a huge thank you to our incredible clients. Your support and partnership make our w...
08/30/2024

This Labor Day, we're pausing to say a huge thank you to our incredible clients. Your support and partnership make our work truly rewarding 🙏

In celebration of the holiday, our office will be closed on Monday, September 2, but we'll be back on Tuesday, September 3, ready to assist you.

Wishing you all a Labor Day filled with fun, joy, and relaxation.

Today, we wanted to extend our warmest wishes to all of those navigating the start of a new school year!Whether you’re a...
08/15/2024

Today, we wanted to extend our warmest wishes to all of those navigating the start of a new school year!

Whether you’re a student, teacher, or parent, we hope the year ahead is one of success and happiness. If you need anything as you settle into the new routine, remember that our team is just a phone call away to help navigate your finances. 502-212-3000📲🎒

Address

2319 Lime Kiln Lane, Suite A
Louisville, KY
40222

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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