Providing independent investment, insurance, estate & retirement planning to individuals & families, closely held businesses, executives and professionals.  Individuals on our team hold various designations to include CFP®, ChFC®, CLU®, WMS and RFC.  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!  

  
Calculators

College Funding

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

Estate Taxes

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

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