Retirement
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.
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
Louisville, KY 40207
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.
