The information collected and maintained in this document will be held in the utmost confidentiality. It will not be shared except as required by law.
Below is a checklist of what we will need in order to begin developing your financial plan.
You can provide these documents to us in person or send them via the "Send Secure Files" link. This link is located on the top right of our website as well.
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121 Walton Avenue, Lexington, KY 40508
FAX (859) 269-7315