Our Vision: To significantly improve the financial lives of every client through professional financial planning.
Our Mission: We work with our clients to improve their quality of life and provide financial peace of mind. Financial planning at Retirement Tax Advisory Group is about valued relationships and trusted advice, not transactions.
Key benefits of working with us:
- Lower investment and tax expenses.
- Financial peace of mind.
- Increased income/growth.
- Reduction of various risks.
- No investment commissions paid to us.
- Protecting and preserving your estate.
- Access to a wide selection of investments and accounts.
- Coordination of tax planning and investment strategies for your benefit.
- Reducing or eliminating of Social Security benefits taxation.
- CERTIFIED FINANCIAL PLANNER helping achieve your goals.
- Converting taxable income to tax-free (or less-taxed) income.
- Simplification and professional management of your finances.
- Creating a personalized plan to help get you to and through retirement successfully.
- Great service along with our client promise.
- An experienced, educated, and independent CFP/RIA working for you.
160 Moore Drive Suite 201
Lexington, KY 40503