Distinctions that demonstrate How we are different

Our team members share more than 50 years of combined financial industry experience. We see your goals as an extension of our own and work tirelessly to help you achieve every one of them. With our total team approach to financial planning, our team members work together to offer a broader scope of experience than you will likely find in any one person. We provide the resources and expertise of a large firm with the consideration and service typically found at a small boutique. We develop strategies with an emphasis on mitigating risk and potentially enhancing long-term success, fortified by thorough, objective investment research and selection.

We are dedicated to advising our clients on every aspect and detail associated with retirement, whether it involves educating them on 401(k) processes, devising a Social Security strategy, calculating a tax control distribution plan, implementing a health exchange or Medicare supplemental medical plan, or looking at risks. While most of our clients begin working with us long before that retirement date arrives, we firmly believe you can never start too early to plan for a comfortable retirement.

Our clients deserve our full attention, and we deliver that attentiveness with guidance that’s tailored to their individual challenges and objectives. We’ll take the time to get to know your goals and values and carefully craft a plan that supports the future you’re working toward.

We take seriously the role entrusted to us as advisors, which is why we have a proactive approach to informing and educating our clients. The result is an interactive planning experience in which we are able to provide retirement strategies that are visually dynamic without being overwhelming.

Your family’s financial well-being is important to us, today and for many tomorrows. We provide multigenerational planning that encompasses every member and generation of your family. We focus on estate planning, charitable giving strategies and trust services designed to encourage a tax-efficient transfer of wealth.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

We work diligently to provide the best possible recommendations to our clients for their financial and investment plans. We are responsive to their needs whenever they call with a question or concern, serving as a timely financial resource. We believe that doing all of these things, and doing them well, is what leads to the development of mutual trust between our clients and our team.

Our team has warm relationships with our clients and communicates with them regularly. While the relationships may begin as more professional, over time they become more personal. It is not uncommon for our team to be invited to our clients’ family events and milestones.

The members of our team participate in and serve several worthy organizations, including St. Patrick School, Covington Latin School, St. Patrick Church, Humane Society of Buffalo Trace, Morehead State University Foundation, and Comprehend, Inc.

Through our affiliation with Raymond James, one of the largest independent financial services firms in America, we have access to experienced professionals in many different financial disciplines, a premier trading and execution platform and a full spectrum of quality investments. The firm’s unique culture of independence gives us complete freedom to offer objective advice in the best interest of our clients.

With our thoughtful process for financial planning, we work to understand your unique circumstances and ultimately create a distinct plan that provides a road map for your financial journey forward.
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