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Are you ready to take the next step in securing your financial future? Start here with your FREE consultation with one of our highly qualified wealth management advisors.

Fill out the form below, to give us a better idea of your financial goals. Based on this information, we will match you with an advisor who we feel will best suit your needs. Please allow a few business days for a wealth management advisor to reach out to you. If you require immediate assistance, call our office at 859.543.4516.

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Services of Interest

Retirement Planning

Financial Planning

Insurance Planning (Life, Disability, Long-Term Care, etc.)

Higher Education Funding (529 Plans)

Portfolio Management

Estate Planning

Risk Tolerance

What is your tolerance towards risk concerning the assets that you are placing under our management? Check the most appropriate box below. You understand that individual components of your portfolio may be more or less volatile or aggressive than the portfolio as a whole.

Advisor Preference

If you have already have an advisor in mind, feel free to select them here. If you would like to learn more about our individual advisors, check out our "Meet the Team" page.

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