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We don’t take your subscription lightly. That’s why our team is constantly creating unique, customized content that will help and encourage you. Whether you are looking to put your child through college, providing care for a loved one, planning a special trip or simply enjoying retirement, we’re here to help.

In a world where financial issues are increasingly and unnecessarily complex, we’ll help you figure out what’s true, what matters and what works. And that’s exactly what you’ll get with our newsletter– tools, tips, and resources to empower you and provide you with hope and confidence about your financial future. To ensure you continue receive our insights, please be sure and add us to your address book.

Questions? Great! Give us a call anytime at 502-882-7300 or email me personally at

Thank you for letting us be a part of your financial journey,

Gavin T. Gleason, CPA
President and CEO