We understand your financial situation is unique.
It's not about us. It's not about the market. It's about people and relationships. Trust and integrity. Doing the best job we can to help our clients.
Meet our team
Michael J. Ellison, CRC®
Certified Retirement Counselor
Peter J. Gaughan III, AIF®
Wealth Advisor
Larry Carter
Wealth Advisor
Noah Ellison, CFP®, MBA
Wealth Advisor
Kamal Kabra
Wealth Advisor
Jeanie McMonigal
Client Services Manager
Jeanie joined Retirement Planning Solutions in August of 2005. Although she was new to the financial world, she had more than 15 years of experience in office/operations management and customer service. As Senior Executive Assistant,...
Arthur Carter
Account Services Coordinator
Amy Hodgin
Director of First Impressions
Jackie Lucht
Account Services Coordinator
Contact Us
Louisville, Kentucky
Office: (502) 499-5668
Toll-free: (866) 425-5678
Fax: (502) 499-5669
info@retirementplanningsolutions.com