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  • Request a no-obligation meeting today with Family Wealth Group to discuss your financial future and the possible role of insurance and investments in your financial strategy!
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    Phone: 859-309-0349 / / Visit Us!
    Complimentary Report
    Your Retirement Income Planning Checklist
  • We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

    FWG´s mission is to provide financial strategies and products that aid in the reduction or elimination of market loss, reduce taxes and fees and
    enable our clients to keep and enjoy more of what they make.

    Who We Are / Our Focus
    Meet Our Team
    Our primary focus is to provide more stable, consistent income and a greater level of safety and predictability for our clients' lives.
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    In the Community
    View photos from our most recent event with Kentucky Cancerlink.
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    Upcoming Events
    View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
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    At Family Wealth Group, helping you meet your financial needs is our FIRST priority

    We’re happy to meet with you whenever is most convenient for you. Contact us at (859) 309-0349 to schedule a time to discuss your financial situation and the potential role of insurance in your financial strategy.

    Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future.