Clients have the flexibility to engage us on either a one-time basis or whenever they think they could use some help.
Today is always the best time to get started
Remember, you don't need to have a fortune to start building one!
Please call us at (502) 403-1085 or use our convenient contact form to schedule a no-obligation Get Acquainted meeting in our New La Grange Road office. At our Get Acquainted meeting, we'll talk about your financial goals and concerns and review a confidential questionnaire, you fill-in prior to our meeting.
We think you will find the financial planning process to be stimulating and enlightening. Better yet, the end result will lead to greater peace of mind about your family's financial future.