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    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Wealth Management Services

Wealth Management Services

  • Portfolio Management
  • Financial Planning
  • Estate Planning & Gifting
  • Risk Management
  • Education Planning

View the Wealth Management Services PDF

View the Stock Market Seatbelt PDF

Office

710 E. Main St. Suite 110
Lexington KY 40502

Contact Info

(859) 785-2660

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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