Broker Check

Alone we can do so little, Together we can do so much  ~  Helen Keller

3432 Stony Spring Circle

Louisville KY | 40220

P: (502) 499-5668 

Toll Free: (866)-425-5678

F: (502) 499-5669

info@retirementplanningsolutions.com

Preparing For the Ultimate Vacation Don't Buy The Hype A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

Retirement Planning Solutions was founded on the values of hard work, trust, and personal service. We begin by helping you pinpoint what is truly important to you and your family -- both today and in your future. Once your goals are established, we help you create a step-by-step income plan to guide you from where you are now to where you want to be. 

Our goal at Retirement Planning Solutions is to be your trusted wealth advisor by offering objective advice based on our integrity, industry knowledge and years of professional experience.


We are a comprehensive wealth management firm, with services that include:

  • Investment Management
  • Retirement Income Planning
  • Financial Planning
  • Tax Diversification Strategies
  • Assisting with Estate and Legacy Planning
  • Education Funding Strategies 



Our Mission Statement

To guide our clients in making informed decisions about their financial futures. We will achieve this through our educational process and our shared trust. We place our clients’ interests first while striving to provide service that surpasses their expectations.


Check the background of this investment professional on FINRA's Brokercheck

Helpful Content

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

 

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Doubling Your Money

This calculator demonstrates the power of compound interest.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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