What are the opening hours?

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

Money Concepts- Rodger McAlister- Financial Advisor

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United States
Louisville, KY
Money Concepts- Rodger McAlister- Financial Advisor

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I am a financial advisor in Louisville, Kentucky, and I have been helping clients plan for their financial futures since 1995. Over the course of my career, I have earned the dual designations of Certified Estate Planner® and Certified Financial Manager®. As a CEP®, I understand the importance of estate planning as it pertains to investment, insurance and retirement planning. I strive to put toget

her a well-designed estate plan for clients that will serve their families well in the future. In my capacity as a CFM®, I have proven myself in the areas of accounting and financial management. I work with my clients every day to maximize income strategies and tax efficiency to help them reach their financial objectives. I treat each client as I would a member of my own family, and I invest their dollars carefully and methodically, in a disciplined fashion. One area in which I specialize is in helping high-income professionals manage their active 401(k) plans. As an independent advisor, I have thousands of nonproprietary financial products and services available to me so that I’m able to deliver a customized financial strategy to each of my clients that best fits their specific situation.

11/11/2025

Today, we pause to honor and thank all the brave men and women who have served our great country with courage, dedication, and integrity. Your service and sacrifice — and that of your families — protect the freedoms we cherish every day.

09/11/2025

On this solemn 9/11 anniversary, we honor the brave souls we lost and celebrate the unity that defined our nation in the aftermath. It’s easy to forget how we came together as one, standing strong with flags flying high and hearts united—let’s find that spirit again.

Address

323 Townepark Cir
Louisville, KY
40243

Opening Hours

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

Telephone

+15024290196

Website

http://moneyconcepts.com/rmcalister

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