Providing independent investment, insurance, estate & retirement planning to individuals & families, closely held businesses, executives and professionals.  Our mission is to coordinate and simplify the financial lives of our clients.


 

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 859-655-5225. We look forward to hearing from you!  

 

Legacy Financial Advisors Wealth Management Solution

 

 

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →