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 Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.  We can help you execute a sound financial program utilizing the following products and services:


  • Tax strategies
  • Investment management offered through Lincoln Financial Securities
  • Retirement strategies
  • Estate conservation strategies
  • Insurance and annuity products