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Louisville, KY
10350 Ormsby Park Place, Suite 301
Louisville, KY 40223
Phone: 502-394-0400
Fax: 502-394-0414
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Retirement Strategies
Retirement Accumulation and Distribution Planning
Financial Planning through LPL Financial
We provide the solutions you are looking for
Wealth Management
Designed with your objectives in mind
Life, Disability, Long Term Care Insurance and Annuities
Preparing for the unexpected events in life
College Education Planning
Providing solid foundation for the future
Corporate Retirement Benefits Planning
We don't consider your employees "participants", we
consider them "clientele"
Corporate Executive Benefits Planning
Selective solutions designed to retain and attract upper
level management