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
Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional in Bardstown, Kentucky
Who Do We Help?
Our business specializes in helping retirees, individuals within 15 years of retirement, and business owners.
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.