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:



The Possibilities

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


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.



your Plan To Meet You Goals & Needs

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


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.

November 8
Pie-It-Forward – Lexington
12:00 am | Family Wealth Group 2704 Old Rosebud Rd
Lexington, KY 40509 United States
November 8
Pie-It-Forward – Georgetown
12:00 am | Family Wealth Group Georgetown Office 1502 Oxford Drive, Suite 210
Georgetown, KY 40324 United States
November 8
Pie-It-Forward – Louisville Prospect
12:00 am | Family Wealth Group Louisville -Prospect 5940 Timber Ridge Drive, Suite 102
Prospect, KY 40059 United States
December 9
Nicholasville Retirement Lunch & Learn
12:00 pm | Sonny’s BBQ 109 N. Plaza Drive
Nicholasville, KY 40356 United States
December 18
Retirement Lunch & Learn
12:00 pm | Malone’s Prime 3373 Tates Creek Rd
Lexington, KY 40502 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.

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.