1717 Dixie Highway
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
1717 Dixie Highway, Suite 416Fort Wright, KY 41011
Get financial benefits for you and your employees
Your business has unique needs, and I have the resources to support you, your business and your employees.
18 Years Worth of Days
No Cash, No Checks, No Problem
What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.
Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.
I offer a full library of resources to help boost your retirement planning and financial knowledge.
Should You Ever Retire?
How to Make the Tax Code Work for You
A Brief History of Estate Taxes