Designed For You.

We’ll help design your retirement so you can delight in pursuing your goals.

Get Started In 3 Easy Steps


1. Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2. Evaluate

Using the LFG Retirement Blueprint, we'll examine your current financial situation and determine your retirement needs.


3. Plan

Receive a custom strategy designed to help you reach your unique retirement goals.

Instant Download

Is Your Retirement Designed for You?

Download our complimentary booklet about the essential questions you need to consider when planning your retirement. Learn about the importance of various factors like spending habits, taxes and inflation.

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Need More Info?

Attend An Event

Attend one of our informational events to learn more about retirement income strategies, wealth management and more.

Next event

September 29
Understanding Your Social Security Benefit Options at UofL
6:00 pm | University of Louisville – Shelbyhurst Campus 450 N. Whittington Pkwy
Louisville, KY 40222

Meet The Team

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.

Get to Know

Our Founder


Our Services

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.

Watch Our Story

The Second Act

Retirement isn’t the final chapter in the book of life. But rather, a new beginning.

Ready to take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend an event.

Or give us a call at 877.573.2043.