Broker Check

Navigating Uncertain Times

Who We Serve

We specialize in offering financial, investment, and retirement planning services to: 

- Small Business Owners

- Individuals within 15 years of retirement

- Retirees  

Get to Know Patrick Portman's Story

Get to Know Patrick Portman's Story

Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional in Bardstown, Kentucky

Who Do We Help?

Who Do We Help?

Our business specializes in helping retirees, individuals within 15 years of retirement, and business owners.

How Do We Help People?

How Do We Help People?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.

Click HERE for a sample financial plan.

Have a Question?

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Words of Wisdom

 "What you get by achieving your goals is not as important as what you become achieving your goals" 

- Zig Ziglar