ARGI FINANCIAL GROUP
Since 1995
Wealth Management, Business Planning, Financial Planning, Investment Management, Retirement Plan Services, Tax Planning & Estate Planning
With offices in Cincinnati, Bowling Green, Indianapolis, Grand Rapids, Norwalk & Elizabethtown - Free Portfolio Risk Analysis
TBR® Inspection Report
LAMKIN WEALTH MANAGEMENT
Since 2001
Wealth Planning, Trust Services, Revocable Trusts, Charitable Reminder Trusts, Irrevocable Life Insurance Trusts, Tax Impacts/Reporting, Estate Planning, Risk Management Planning, Employee Retirement Plans, Executive Compensation, Business Buy-Sell & Continuity Strategies
Offers Proprietary Investment Products or Engage in Investment Banking Activities
TBR® Inspection Report
KENTUCKY PLANNING PARTNERS
Since 2005
Financial Planning, Risk Management, Savings, Investment Management, WealthVision, Retirement Planning, Education Planning, Insurance, Estate Planning, 401 (K) & Business Retirement Services
Offers a Wide Range of Financial Services