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We are located in The Westwood Office Condominiums in St. Matthews. We can be found on Westport Road between Hubbards Lane and Thierman Lane.


  • Retiring in a Down Market? Don’t Panic

    Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. This article presents three fundamental concepts that may help investors keep market movements in perspective and maintain their focus on long-term goals.

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