"Your Retirement Headquarters" 

CONNECT

Address:

118 Lewis Street, Suite B

Morehead, KY 40351

Phone:

(606) 780-7283

Fax/Other:

(606) 780-7284

Our Firm

Wealth Management & Retirement Planning is committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I position my investments for higher potential returns while reducing risk?
  • How can I address inflation in regard to my investment income?
  • Do I need disability income insurance? Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

We offer access to financial products and services tailored to your individual needs. Wealth Management & Retirement Planning is committed to you for the long term.