Retirement Planning

Wealth Management Designed to Last

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

Get started in 3 easy steps:

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1. Discover

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

2. evaluate

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

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3. Plan

Receive a custom strategy designed to help you reach your unique 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 23
Dinner Seminar
6:00 pm | Morton’s 626 W Main Street
Louisville, KY 40202 United States
July 24
Lunch and Learn
12:00 pm | Sonny’s 109 N Plaza Dr
Nicholasville, KY 40356 United States
July 25
Dinner Seminar
6:00 pm | Morton’s 626 W Main Street
Louisville, KY 40202 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.

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Ready to take
The Next Step?

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

Or give us a call at 859.309.0349