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Danville Office
306 W Main St
Danville, KY 40422-1814
T: 859.238.0606
F: 859.238.0608
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Map and Directions
Harrodsburg Office
776 S College St
Harrodsburg, KY 40330-2106
T: 859.734.0759
F: 859.734.0796
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Map and Directions
Lancaster Office
20 Commerce Dr
Lancaster, KY 40444-9766
T: 859.238.0606
F: 859.792.1916
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Map and Directions
Lexington Office
106 W. Vine St.
Suite 600
Lexington, KY 40507
T: 859.238.0606
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Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
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Family & Lifestyle
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
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Estate & Giving
Launching a financial future
Share these fundamental concepts with young emerging investors.
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Markets & Investing
Be prepared for emergencies
Having important information and contacts at the ready can help you be prepared in an emergency. Use this list to catalog your most important contacts and account numbers and keep them in a safe place for easy reference when the time comes.
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Family & Lifestyle
Spring clean your finances
Streamline planning for the future by getting organized.
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Family & Lifestyle
Travel securely: Keep your information protected on the go
Learn about a few simple things you can do to protect your personal information while you travel.
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Technology & Innovation
What to do after the loss of a loved one
Losing a loved one can be overwhelming and emotionally draining. And in the wake of that loss, money may be the las...
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Family & Lifestyle
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed to help you to preserve the wealth you’ve worked d...
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Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your values and your life's journey. While a will is often...
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Estate & Giving
Investing: getting started
Investing is an exciting prospect. It’s the opportunity to grow your hard-earned dollars and provide a nest egg for...
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Markets & Investing
Building an emergency fund
A financial setback can be devastating. But building an emergency fund – a cash reserve – can help protect you in t...
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Retirement & Longevity
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