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

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

 

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

View all articles arrow

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

View all calculators arrow

Tax Management Strategies

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

Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

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

Principles of Preserving Wealth

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

Managing Your Lifestyle

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

Protecting Those Who Matter Most

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

View all presentations arrow

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.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Emerging Market Opportunities

What are your options for investing in emerging markets?

View all videos arrow