1000 Commerce Blvd.,
We specialize in offering financial, investment, and retirement planning services to:
- Small Business Owners
- Individuals within 15 years of retirement
Videos of Patrick Teaching
Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional in Bardstown, Kentucky
Our business specializes in helping retirees, individuals within 15 years of retirement, and business owners.
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.
"What you get by achieving your goals is not as important as what you become achieving your goals"
- Zig Ziglar