My goal is to help my clients grow, protect, and enjoy what they have by making sure their plans work as hard as they do. I am a partnered and certified Financial Advisor with the International Association of Fire Fighters (IAFF). I understand the public sector and it's unique needs when it comes to planning and providing a secure retirement. I am proud to be a leading 403b provider in the local p
ublic school system, and I have extensive experience with the state pension programs and supplement retirement options available to teachers. I maintain an ongoing relationship as the partnered advisor with the Class Act Credit Union. In addition to some of the above specialties, I have developed a practice that focuses on assisting women navigate the challenges of the financial world. I've worked with divorcees, widows, single moms, female breadwinners, and more. I am here to help each client identify and achieve their goals. If you are interested in learning more, please contact me at 859-273-2171 extension 205 or by email at [email protected]. I'd be happy to discuss your questions regarding your financial future and look forward to helping you along the way!
201 E Main St. Ste 520 Lexington, KY 40507
Currently Licensed in the Following States: AZ, CA, CO, HI, IN, KY, MI, NC, PA, TN and VA. To access my schedule and set an appointment please visit; https://calendly.com/brittany-edelen