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Financial Solutions We want to help you develop, implement, and monitor a financial plan that’s designed for your needs. We understand the challenges families face today.

At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
10/15/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

Read the latest issue of Retire Wise here:
10/14/2026

Read the latest issue of Retire Wise here:

October marks Cybersecurity Awareness Month, and for retirees and near-retirees, that awareness matters more than most people realize. Scammers increasingly…

The stock market has a long and storied history, from the Dutch East India Company to Wall St.
10/13/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expecte...
10/12/2026

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expected to tell two different stories: higher headline inflation driven by rising energy prices, but potentially softer core inflation beneath the surface.
Join CIO Gene Goldman on this week's episode of as he breaks down what the latest inflation data could mean for Fed policy, interest rates, and the path forward for markets.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
10/08/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
10/06/2026

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Yields have surged to multi-decade highs, raising questions about inflation, interest rates, and what's next for investo...
10/05/2026

Yields have surged to multi-decade highs, raising questions about inflation, interest rates, and what's next for investors. Join CIO Gene Goldman on this week's episode of as he unpacks what's driving the move in bond yields, why higher rates aren't all bad news, and the key catalysts that could bring relief in the weeks ahead.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

This Quarterly Recap summarizes market performance, major events and news from Q3 2026. Read more here:
10/01/2026

This Quarterly Recap summarizes market performance, major events and news from Q3 2026. Read more here:

Markets carried their momentum into the third quarter, with the S&P 500 finishing near record highs. However, the Dow Jones Industrial Average ended 5.1% below…

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's...
10/01/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Considering alternative investments? It’s critical to sort through the complexity.
09/29/2026

Considering alternative investments? It’s critical to sort through the complexity.

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Address

309 W Jefferson Street
La Grange, KY
40031

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15022259900

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