"Your Retirement Headquarters" 

118 Lewis Street, Suite B

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


You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Contact Us


We have interesting videos for you to watch on my site.

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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.