859-655-5225

Financial Planning

Deeply Invested In Your Family

We help you to coordinate and simplify your financial world.

Financial Planning

Our work will help you identify and define the key financial goals that are important to you, your family and you business. We will then evaluate your present financial arrangements with regard to their capacity to achieve your goals.

Matthew is ready to help take you to the next steps in the planning process at Legacy Financial.

If you would like help call Matthew at 859-655-3871, or email.

Recognized By

  • Certified Financial
    Planner

  • Chartered Life
    Underwriters

  • Certified Public
    Accountant

  • Financial Planning
    Association

  • International Association of
    Registered Financial Consultants