Achieving the Financial Success You Deserve!

CONNECT

Address:

1029 Monarch Street, Suite 150
Lexington, KY 40513

Phone:

(859) 277-6528

Fax/Other:

(859) 277-1316

Our Services

Our clients have experienced the long-term success of plans we put in place thirty-six years ago. Everyone deserves the opportunity to achieve financial success and your situation is unique. It’s our goal to create a plan that you can understand and achieve.

We partner with like-minded individuals and companies who have specialized expertise to provide you with the highest quality of service. Through these partnerships we offer either fee-based or transaction-based investment platforms to service their business, estate, or retirement needs.

 

The services we offer are:

Financial Planning

  • Life Insurance Planning
  • Income Replacement Planning
  • Long-Term Care Planning
  • Estate Planning*

Investment Planning

  • Investment Strategies
  • Education Savings Plans & 529 Plans
  • Commission-Based & Fee-Based Platforms
  • Portfolio Risk Analysis

Retirement Planning

  • 401(k)
  • SIMPLE Plans
  • Traditional and Roth IRAs

Business Planning

  • Key Man Protection
  • Buy Sell Funding
  • Executive Benefits/Retention & Attraction

 

*Estate planning services provided in conjunction with our client's qualified legal advisor.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck