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859) 273-2171
brittany.edelen@ceterainvestors.com
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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

"Employ your time well, if you mean to gain leisure." - Ben Franklin

Meet My Team

Brittany Miller Edelen

Brittany Miller Edelen

Financial Advisor, CSSCS, MDRT Member

(502)754-3374

(859) 273-4095

Frank Patton

Frank Patton CFP® RICP®

Vice President and Branch Manager

(859) 273-2171

Sheena Jackson

Sheena Jackson

Branch Adminstator

859 273 2171 ext 524300

You deserve a strategy that adapts to your needs.

We create financial strategies tailored to your goals.

<strong>Care For Your Finances.</strong>

Care For Your Finances.

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.

<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

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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