If you’re preparing for retirement, you have the chance of a lifetime. The kids have graduated, many bills have been paid off, and you can focus on preparing for a great retirement.The choices you make and the strategies you employ in the five to ten years leading to retirement can dramatically affect the kind of retirement you have. We call that period the Opportunity Zone. And it’s our mission to help clients make the most of it.Our team has credentialed professionals in each of the three major areas that significantly impact your retirement experience: financial planning, tax planning, and investment management. I am a Certified Public Accountant (CPA), and a Chartered Financial Analyst (CFA). We also have a Certified Financial Planner (CFP®) and another CFA on the team. We are one of the few fiduciary retirement planning firms in Louisville or Lexington to have all three credentials represented.We will draft an income plan, analyze the best time and the best options for taking Social Security and your pension, and recommend an appropriate blend of investments with low costs.We can identify opportunities for boosting tax-deferred savings. And do tax planning to minimize the tax you pay through retirement. We can create a risk management plan to protect your nest egg and help it last longer.