• Your career is healthy, the kids are out of college, and now you can focus on your retirement
  • You have the chance in the 5 to 10 years leading to retirement to make a drastic difference in your next chapter of life. You can accomplish things unique to this period. We call this the Opportunity Zone.
  • You can accomplish more with a well thought out retirement financial plan. We can help you make the critical retirement choices and leverage investment and tax strategies to set the stage for a great retirement


Our team includes a Certified Public Accountant (CPA), a Certified Financial Planner (CFP®),
and two Chartered Financial Analysts (CFAs) - one of the few fiduciary advisory firms in
Louisville or Lexington to include all three designations.