Finding a Qualified Financial Planner

We welcome inquiries from prospective clients to see if our firm would be a good fit to meet their needs.  If not, we know many local financial planners and would be glad to refer you to one that seems appropriate for you.

The best way to contact us is by email.  You can use the Contact Us button in the upper right corner of this web-page. Then use the Contact Form button to send an email.  Or, if you prefer, you can call us at (502) 893-4381.