This 30-minute meeting could change the way you live
your next 30+ years

Get started in 3 easy steps:

1. Discover

Use the form below to schedule a meeting with us. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

2. Evaluate

TOGETHER we will examine your current financial situation and determine what is needed to help you get to your desired financial confidence.

3. Plan

We help develop a well-crafted personalized plan for your retirement designed to be both flexible and proactive. We call this plan YOUR RETIREMENT ATLAS.

Schedule a Meeting


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By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.

Contact Us


Campbellsville office:
112 E Main Street, Suite 200
Campbellsville, KY 42718
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Bowling Green office:
2501 Crossings Blvd, Suite 201
Bowling Green, KY 42104
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