Our Agency

We are a boutique financial services agency with the personal touch located in Lexington, KY.  With 2/3 of companies no longer offering a pension plan, it’s no wonder Americans aren’t prepared for retirement.

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Our Guarantee

As Life and Retirement Planners, we pride ourselves on delivering results to your bottom line. What does that mean? We know our clients, their needs and concerns. With that information, we custom design every plan with a goal of improving in 1 or more of the following areas: Eliminate Market Risk, Reduce Fees, Minimize Income Tax and Protect Assets. To learn more about our guarantee, contact us.

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