Our Mission
To help give our clients peace of mind, and to help this community thrive.
Our goal is to try to reduce the stress retirement planning causes by simplifying the whole process of protecting and strengthening your savings and income.
Our Services
We can help you get to grips with key issues for later life, like:
- Retirement planning, both before and after that day arrives.
- Self-funded pensions.
- Income-producing annuities.
- Life insurance that delivers security for those you care about.
- Disability insurance to help you overcome unexpected setbacks.
Don't Outlive Your Money!
Welcome to Guard Your Groceries
Here's the problem: Many people today are at risk of outliving their savings and investments. They're having to use them to meet day-to-day living costs. They worry about what they'll do if the money runs out. Even for basics like groceries.
Here's the solution: While many financial advisors target the "deep pockets", the rich and the prosperous, who's looking out for everyone else around Western Kentucky? We are. We're here to help safeguard your savings so you'll know you won't lose your grocery money.
You probably already know us. We're part of this close-knit community. It's home. We're your neighbors. We're your friends. And we're going to help you.
Your Goals, Our Strategies
Discover an array of services for all your financial needs.
- Investments
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
- Retirement
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
- Estate*
Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.
- Insurance
Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.
*Estate Planning services provided in conjunction with your licensed legal advisor
The Rule of 72
Revising Estate Strategy Assumptions
Your Emergency Fund: How Much Is Enough?