For Individuals

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Phasellus a purus quis lectus dictum elementum.

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.


Strategizing Your Lagrange Business’ Cash Flow Plan for 2019

Strategizing Your Lagrange Business’ Cash Flow Plan for 2019

2018 is FINALLY over, and we have a brand new year ahead of us … and it feels pretty great. The year ahead is full of possibilities for your Lagrange, Oldham County, Kentucky business, and we are so privileged to walk alongside you in the financial aspects of these...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!