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

Retirement Planning

Renting vs. Owning in Retirement: Making the Right Financial Decision
Client Logins
Legacy Wealth Central

Schwab Alliance

Fidelity

TIAA
Contact Us

Tag: Retirement Planning

Retirement Planning

Renting vs. Owning in Retirement: Making the Right Financial Decision

August 26, 2025

Retirement Planning

Maximizing Your Pension

July 22, 2025

Retirement Planning

Minimizing Your RMD Taxes: Five Planning Moves to Consider

July 21, 2025

Retirement Planning

Scattered Assets: The Cost of Disorganized Retirement Savings

June 2, 2025

Retirement healthcare issues

Retirement Planning

Tackling Retirement Healthcare Issues

November 1, 2023

Social Security

Retirement Planning

Let’s Talk Social Security

August 31, 2023