Make Your Retirement Great by Maximizing Your Opportunity Zone

You are a successful professional and want to be a successful retiree. To get there you need expert guidance on preparations and decisions. The challenge is finding a fiduciary advisor who can guide you through them. We want you to have the best retirement possible. We have drawn on our decades of advisory experience to design a strategy that has helped many people maximize the years heading into retirement – Your Opportunity Zone.

Pillar is one of the select fiduciary, fee-only financial advisory firms in Louisville and Lexington that brings together three critical disciplines that help you plan your retirement. We have a Certified Public Accountant (CPA), a Certified Financial Planner (CFP®), and two Chartered Financial Analysts (CFAs). Together we can help you make the right retirement decisions.

Our goal is to help you stop stressing about preparing for retirement and gain confidence and peace of mind with a plan to make the most of Your Opportunity Zone.

Project Needs and Resources

Planning starts with mapping out your income needs and making sure you have enough.

Stress Test Investments and Taxes

Get the right balance of risks and returns and create a strategy to minimize tax.

Enjoy a Rewarding Retirement

With a solid plan, we monitor and update consistently, you can relax and enjoy retirement.