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"Your Retirement Headquarters" 

118 Lewis Street, Suite B

Morehead, KY 40351
Phone:
  • (606) 780-7283
Fax:
  • (606) 780-7284

Contact Us

Please feel free to contact us with any questions.

Contact Us

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Calculators

You can review interesting calculators on my site.

View Calculators

Welcome to Wealth Management & Retirement Planning

 

We are a full-service financial company specializing in retirement planning and estate conservation.

As personal financial professionals, we can:

  • Help you clarify and define your goals
  • Recommend strategies that fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you

Feel free to browse our site. There are financial calculators that can help you get a clearer picture of where you stand and where you're headed. There is a research library and newsletter articles on a wide range of financial topics. You can even request a quote for an insurance or investment product. And check back often, because we're constantly adding new material.

To recieve a no obligation Weekly Market Commentary contact Wealth Management & Retirement Planning, fill out the form and we will be in touch.

If you have a specific question or want more information, click on Contact Us, drop us an e-mail message at jimmy.lewis@lpl.com, or call us at (606) 780-7283. We look forward to helping you.