Proud winner of the Annual Beautification Award 2013

Our Mission: Coordinate and simplify the financial lives of our clients. 

We do that by helping them answer any and all financial questions they may have related to investments, insurance, tax and their estate.  We then build a written plan to follow, we implement the recommendations for them and finish by building a website to monitor their progress.  In a nutshell we give advice, implement and monitor in a simple and coordinated way.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 859-655-5232. We look forward to hearing from you! 

Individuals on our team hold various designations to include CFP®, ChFC®, CLU®, WMS and RFC.general disclosure