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Retirement & Estate Planning
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(502) 326-0000
Home
What's New?
About
Our Team
Our Philosophy
What is a CFP®?
Services
Contact Us
Menu
Our Services
Our practice has a concentrated focus on individual retirement:
Retirement income planning
Income tax strategies
Fiduciary-guided retirement investing
Required minimum IRA distribution planning and coordination
Social Security income taxation strategies
Investments*
Long-term care funding/planning
Life insurance and annuities
Coordination of estate planning*
*Investments and advisory services offered through Lincoln Financial Securities, Member SIPC.