Our Process
  • Fee Based Asset management
  • Retirement Income Distribution strategies and tax management.
  • Estate organization
Our History
  • Avoidance of probate
  • Long term care alternatives
  • Roth IRA conversion techniques
Our Values
  • Bull and Bear market strategies
  • Mutual fund, ETF, and portfolio analysis

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  843.592.7379 (South Carolina)

                                                                   502.254.1030 (Kentucky)