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25 years of experience in providing comprehensive financial planning and wealth management advice to individuals and business owners. We your goals. Our services include portfolio management, retirement planning, tax planning, estate planning, risk management, debt management and more. We value our relationships

independent financial planning firm located in Louisville, KY. Our knowledgeable financial advisors offer professional retirement and wealth management advice with a fiduciary standard of care. We specialize in retirement planning, financial advising

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