A University of Kentucky graduate, I spent 22 years in the spirits business with Beam Inc., rising to the level of global vice president of finance. I use this deep knowledge base and experience to work with clients to help grow, protect, and transfer their wealth to the next generation.
Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help. The key to successful investing is to develop a strategy now that can help you reach your future goals.
Using an established process, I begin by understanding what is most important to you and then work to develop personalized financial strategies based on your priorities to help you achieve your goals. In your financial life, I help you focus on things that matter and things you can control, and will partner with you over time to keep you on track.
I am actively involved in the community; I coach youth sports and volunteer at various places. I also enjoy giving back through mentoring and training other financial advisors.
I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
Phone NumberSteve Robertson at (859) 263-0516
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