RITE Financial Group
Private Wealth Management For Select Individuals
Supporting Our Local Events
Helping Big Blue Nation Set a World Record at Rupp Arena
Years of Practicing Excellence Like other Kentucky Favorites.
At RITE Financial Group, we understand that you constantly face important decisions which could have lasting impact on your long-term financial success. Often these decisions revolve around making investments that are in line with a desired Risk tolerance. That is where most firms end their services. Not RITE Financial Group. We understand the you also need help with many other life altering decisions such as: What will my Income be when I retire and will it last? How do I avoid paying unnecessary Taxes and will increasing taxes affect my future? And how do I prevent rising healthcare costs and long term care needs from eroding my Estate? Because the majority of our clients are either approaching retirement or are already retired, we are in an ideal position to approach these challenging questions with experience, skill, and confidence. We look forward to helping you build and execute a financial plan that will give you peace of mind about your retirement.
Our team has years of experience in financial services. Our holistic approach addresses all of the puzzle pieces for a successful retirement. From investments to insurance and from health care to tax planning, our comprehensive approach will have all of your accounts working together like a well oiled machine. This allows you to leave your financial worries behind and get busy enjoying retirement when the time comes. We look forward to visiting with you about your financial needs.
At RITE Financial Group we believe in education first when it comes to understanding the complex issues facing retirees today. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. We look forward to visiting with you.
Investment Advisor Representative, Chief Compliance Officer
Investment Advisor Representative, Chief Investment Officer
Life Insurance Specialist, Controller
Data Entry Specialist