About

About Us

Helping clients build secure, sustainable financial futures

In the Community

Positively impacting the Lexington community

Our Team

We focus on your needs and financial goals

Our Office

Personalized financial planning in Kentucky
Services

Retirement Planning
For the lifestyle you envision

Investment Planning
Aligned with your goals

Financial Planning
For a secure future

Tax Planning & Strategies
Helping you make smart decisions
Who We Help

Pre-Retirees

Gain clarity around your retirement goals

Retirees

Move forward in your retirement years with confidence

Blue-Collar Professionals

You've achieved success through hard work and focus

Kentucky Business Owners

We understand the unique challenges you face
Resources
Financial Insights

Insights for your financial journey

Upcoming Events
Helping our clients secure their life’s aspirations

Retirement Planning Today Classes
Get the knowledge to better plan your retirement

First Appointment Resources
Information on preparing for our first meeting

Financial Planning

A Practical Guide to Navigating Sudden Wealth
Client Logins
Legacy Wealth Central

Schwab Alliance

Fidelity

TIAA

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Tag: Estate Planning

Remarrying in Retirement

Estate Planning

The Second Act Strategy: Why Remarrying in Retirement Requires a New Set of Rules

March 17, 2026

Estate Planning in 2026

Estate Planning

Estate Planning for the Year Ahead

February 2, 2026

Financial Literacy

Estate Planning

Being Financially Savvy is A Family Business

July 26, 2024

Estate Planning

Estate Planning

Why making an estate strategy can be an act of love for your family

June 26, 2024

Estate Planning 101

Estate Planning

Estate Planning 101

September 13, 2023