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Nicholasville Office

171 Imperial Way

Nicholasville, KY 40356


Services we want to make sure you have access to and that we can help you with:


Individual Retirement Accounts (IRAs) (Roth and Traditional)

Company Retirement Accounts for Employees (401K and SIMPLE)


Investment Management

Financial Services

Retirement Planning

Financial Planning*

Education Planning

Estate Planning

Cash Flow Analysis

Insurance Analysis

Review Your Will 


Fixed and Variable* Annuities

Life Insurance

Long-Term Care Insurance

Disability Insurance 

Tax Planning

Individual and Business Tax Preparation


Tax Planning and Consulting

For more information about our firm and the services we offer, please send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (859) 887-1122  x1