1721 Nicholasville Road

Lexington, Kentucky 40503

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Saving for College 101

Here’s a crash course on saving for college.

 

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You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Your DNA Test

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.