A Key partner in your financial well-being

CONNECT

Address:

7426 U.S. 42, Ste. 201
Florence, KY 41042

Phone:

(859) 795-4362

Fax/Other:

(859) 918-0890

Our Mission

Wealth creation and preservation is our primary focus.  Without proper planning and periodic monitoring, wealth can be eroded by inflation, taxes, and the negative economic impacts of social, political, and natural events.

Our Goals:


  • Improve your standard of living

  • Maximize your wealth

  • Prepare for your retirement

  • Preserve your estate




Financial products serve as a medium to help you realize your objectives.  An investment vehicle should be selected only after you have conducted an investigation of your goals and an analysis of how you can best pursue them.


Understanding how to position yourself in the marketplace requires that you understand the impact of volatility, price fluctuation and personal risk tolerance on your financial objectives and investment portfolio. The selection of a product should be the last part of your planning process - not the first.


Together we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, then manage that plan.