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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:
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.
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.
Danville, KY 40422 United States
Georgetown, KY 40324 United States
Lexington, KY 40502 United States
Lexington, KY 40502 United States
Berea, KY 40403 United States
Berea, KY 40403 United States
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
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.
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.
