CUSTOM TAILORED WEALTH MANAGEMENT SOLUTIONS
Comprehensive and Specialized Solutions For All Your Financial Planning Needs With Special Emphasis in Planning For and Through Retirement.
OUR SERVICES
Our team of advisors are dedicated to providing our clients with knowledgeable, experienced, unbiased advice on their company's 401(k) plan.
We work for each participant on an individual basis. We start by assisting you in creating a personalized Retirement Plan Analysis, completing an Investor Profile Questionnaire, and determining your asset allocation. We provide ongoing advice and management of your account, and monitor your progress.
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Because we are investment advisor representatives with an SEC Registered Investment Adviser, we work for you on a fee basis and have a responsibility to provide you with sound advice and management for your account. We do not work for your company, your plan, investment provider, or insurance company.
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We offer various levels of service depending on your individual needs and your plan stays where it is, invested in your company sponsored 401(k) plan. You can be as involved as you would like in your investment process, or leave it entirely to our staff of advisors.
For those well-versed and knowledgeable on their personal finances seeking industry insight.
For those seeking personalized information and guidance while still having control of your own account actions.
Craig graduated from Northern Kentucky University with a degree in Management and has been in the banking and financial fields since 1984. Craig holds a Certificate in Financial Planning from Boston University. He has also earned a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Consultant, and a Chartered Adviser For Senior Living designation. Craig is also an Investment Adviser Representative and a Registered Representative with Independent Financial Partners (IFP). He was a MetLife Leader's Conference qualifier, MetLife Management Leader's qualifier, and a qualifying member of the Million Dollar Round Table. Craig, his wife Melva and children Tyler, Evan, and Lyndsey, reside in Edgewood, Kentucky.
