Planning Your Future

It’s your retirement, you should have control over it. We offer our experience and knowledge to help you design a custom strategy for financial independence. Contact us today to schedule an introductory meeting!

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    Lexington Office

    219 E High St
    Lexington, KY 40507

    Ft. Myers Office

    15172 Fiddlesticks Blvd
    Ft. Myers, FL 39912

    Phone: (859) 252-0225
    Fax: (859) 252-0226