Achieving the Financial Freedom You Deserve!

CONNECT

Address:

1029 Monarch Street, Suite 150
Lexington, KY 40513

Phone:

(859) 277-6528

Fax/Other:

(859) 277-1316

The Process

 

What to Expect from a Consultation

 

1. Help us understand what you have and gather data
 
2. Set goals and financial priorities
 
3. Let us analyze your financial data and determine which, if any, adjustments need to be made
 
4. We will recommend a plan that is right for you
 
5. Implement your decisions
 
6. Let us monitor changes and progress with regular reviews in the future
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck