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:
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.
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.
Lexington, KY 40502
Lexington, KY 40502
Louisville, KY 40202
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 the products and services we provide, schedule a meeting today or register to attend a seminar.