Retirement Planning

Wealth Management Designed to Last

We create financial strategies that allow clients to enjoy more of what they earn.

Get Started in 4 Easy Steps:

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Discover

The Possibilities

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Create

an Individual Strategy Based On Your Goals

Using the The Family Wealth Group plan  we’ll examine your current financial situation and determine your retirement needs.

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Customize

your Plan To Meet You Goals & Needs

Receive a custom strategy designed to help you reach your unique retirement goals.

Build

a Long-Term Partnership
With regular reviews, client events, and more we stay
connected to ensure the plan is continually tailored
to meet your retirement goals

Need More Info? Attend a Live Event

Attend one of our seminars and learn how you can prepare for your best retirement and feel more confident about the days ahead.

July 27
Danville Retirement Seminar
6:00 pm | Copper and Oak 303 W Main St
Danville, KY 40422 United States
July 29
Georgetown Retirement Seminar
6:00 pm | Georgetown Family Wealth Group Office 1502 Oxford Drive
Georgetown, KY 40324 United States
August 5
Lexington Retirement Seminar
6:00 pm | Malone’s Prime 3373 Tates Creek Rd
Lexington, KY 40502 United States
August 21
Retirement Luncheon
12:00 pm | Malone’s Prime 3373 Tates Creek Rd
Lexington, KY 40502 United States
August 24
Berea Retirement Seminar
6:30 pm | Boone Tavern 100 S Main St North
Berea, KY 40403 United States
August 26
Berea Retirement Seminar
6:30 pm | Boone Tavern 100 S Main St North
Berea, KY 40403 United States
August 30
Georgetown Retirement Seminar
6:00 pm | Georgetown Family Wealth Group Office 1502 Oxford Drive
Georgetown, KY 40324 United States

Get to Know Our Team

It is our mission to help individuals and families achieve their ideal retirements.

Meet our founder

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
» Meet Our Founder

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Services We Offer

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
» Learn More

Our story

Discover how we help individuals and families achieve their ideal retirements.

Retirement couple receiving financial services from The Family Wealth Group

Ready to take
The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 859.309.0349.