We focus on the following areas in developing our plans.

  • Cash Management & Budgeting

    Effective cash management and budgeting encompass a strategic approach to handling various financial components, prominently addressing consumer debt such as credit cards, car payments, mortgage obligations, and educational loans. The formulation of a structured plan to methodically reduce and manage these debts is an integral and advantageous aspect of comprehensive financial planning.

  • Investment Planning & Risk Management

    Our Investment Planning & Risk Management services are designed to assist individuals in strategically allocating their savings into a diversified portfolio. Whether you seek to initiate a new investment strategy or desire a thorough evaluation of your current portfolio, we offer comprehensive solutions tailored to your needs. In addition to traditional investment management, our services encompass Education Planning and experienced Stock Option Management for a well-rounded approach to financial growth.

  • Retirement Planning

    We guide you in determining the appropriate contribution level for your retirement plan and provide insights into forecasting your future retirement income and expenses. Our experience covers the various dimensions of retirement planning, helping you improve your understanding and enhance every aspect of your retirement strategy.

Contact Us

Address: 40 W 5th St, Covington, KY 41011

Phone: (513) 784-9150


Monday 8:30 AM to 5PM
Tuesday 8:30 AM to 5PM
Wednesday 8:30 AM to 5PM
Thursday 8:30 AM to 5PM
Friday 8:30 AM to 5PM
Saturday Closed
Sunday Closed