Broker Check

Helping You Plan for Your Financial Security

We proudly serve individuals, families, and small businesses in the Oldham County and Eastern Louisville area in creating, implementing, and monitoring personalized financial solutions. You can think of us as map makers, developing a plan that’s easy to understand and follow so you always know where you stand and how close you are to where you want to be. We understand that you face unique challenges in navigating your financial landscape. We offer highly personalized service and care, specifically tailored for your situation.

Click here or call today to schedule a free consultation with one of our advisors. In this consultation we will spend time truly getting to know you, what is important to you, and your short, intermediate, and long-term goals.


Proud Member of


The Oldham Era's Best of Oldham County:

Best Financial Advisor 2015, 2014, 2013, 2012, 2011, 2010


         Financial Solutions, Inc. BBB Business Review

Why Financial Solutions?

Our mission and principles have guided us in serving people like you for over 20 years.

Learn more

Individuals & Families

Solutions customized to your goals and life stage.

Learn more

Small Businesses

Solutions tailored to fit your business.

Learn more