Contact Us
We are ready to help
Don’t know where to start? Looking for info on your plan? or do you want to book your first session or just have a few questions? Contact us today. Our team is ready to help in any way we can. Book a free 15-minute phone consult if you need quick guidance, or we will plan a more in-depth meeting if necessary. For general inquiries, complete the form, and we will be with you shortly!
Phone: (502) 589-1600
15 Minute Consult
Choose this option if you need quick guidance on whether a more in-depth meeting is right for you. We want to ensure that our clients are well-prepared and understand exactly what our deliverables will be before entering into any service with our firm. Your comfort and confidence is most important to us.
Office Hours
Monday: 9:00AM – 5:00PM
Tuesday: 9:00AM – 5:00PM
Wednesday: 9:00AM – 5:00PM
Thursday: 9:00AM – 5:00PM
Friday: 9:00AM – 5:00PM
Saturday: By Appointment
Sunday: Closed
Family Wealth Planning Session
In these meetings, you will learn exactly how to plan around anything you don’t like about the default plan for your family and assets if something were to happen to you. By submitting your family details in advance, we get a head start on designing your personalized estate plan and answering any questions you may have.