Contact Us
Let’s Talk About
What Comes Next
We would love to learn more about you and your goals. Whether you’re ready to get started or just exploring your options, reach out — no pressure, no jargon. Just an honest conversation about where you are and where you want to go.
Email us at info@successionwealthplanning.com
Lexington Office
Address: 998 Governors Lane, Suite 350 Lexington, KY 40513
Office: 859-219-4337
Fax: 859-223-0499
Louisville Offices
Adam Simon
Address: 313 Lagrange Road, Suite 3, Pewee Valley, KY 40056
Office: 502-708-4990
Fax: 502-324-5975
Cindi Dant Shrader
Address: 9900 Corporate Campus Drive, Suite 3000 Louisville, KY 40223
Office: 502-443-8715
Fax: 317-469-2500
Indianapolis Office
Address: 8888 Keystone Xing, Suite 1600, Indianapolis, IN 46240
Office: 317-469-9999
Fax: 317-469-2500
Evansville Office
Address: 415 Crosslake Drive, Suite A, Evansville, IN 47715
Office: 812-602-6213
Fax: 812-428-0543
Cincinnati Office
Address: 7361 East Kemper Road, Suite D, Cincinnati, OH 45249
Office: 812-422-4000