Welcome to Guard Your Groceries
Yes, it's an unusual name. But we're an unusual financial advisory service!
What makes us different?
We're all about you, regular folk, trying to manage your money, sometimes against the odds.
Welcome toGuard Your Groceries
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.
We can help you get to grips with key issues for later life, like:
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.
Let's make it easy and do it together.
Discover an array of services for all your financial needs.
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
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.
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.
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.
Curated articles, videos, and more for a more financially savvy you.
The Rule of 72
Revising Estate Strategy Assumptions
Your Emergency Fund: How Much Is Enough?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."