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

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