It May Be Time for a Financial Checkup
A Fruitful Retirement: Social Security Benefit
The Long Run: Women and Retirement
When Special Care Is Needed: The Special Needs Trust
A Bucket Plan to Go with Your Bucket List
Financial Advisor, CSSCS, MDRT Member
Vice President and Branch Manager
(859)273-2171 ext 524207
859 273 2171 ext 524300
We create financial strategies tailored to your goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
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