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.

March 16
Louisville Dinner Seminar
6:00 pm | Ruth’s Chris Steakhouse 6100 Dutchmans Ln Kaden, Tower - 16th Floor
Louisville, KY 40205 United States
March 18
Louisville Dinner Seminar
6:00 pm | Ruth’s Chris Steakhouse 6100 Dutchmans Ln Kaden, Tower - 16th Floor
Louisville, KY 40205 United States
March 23
Lexington Dinner Seminar
6:00 pm | Malone’s Prime 3373 Tates Creek Rd
Lexington, KY 40502 United States
March 25
Lexington Dinner Seminar
6:00 pm | Malone’s Prime 3373 Tates Creek Rd
Lexington, KY 40502 United States
March 27
Toyota* Retirement Planning Luncheon
12:00 pm | Malone’s Prime 3373 Tates Creek Rd
Lexington, KY 40502 United States
April 17
Toyota* Retirement Planning Luncheon
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

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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.