Life is a Journey.
Let us help you make the most of yours.
There’s no cost, no obligation, and no pressure. Simply give us a call at (502) 813-2100. or send us an e-mail using the contact form on this page to begin the completely confidential process.
- Driver’s license
- Account statements
- Social Security estimates
- Pension estimates
- Insurance policies
- Trust documents
- Healthcare directives
Wyatt Callison Financial Planner
“Without a plan, a goal is nothing more than a wish. At Guidance, I work with you to structure a plan focused on achieving your financial goals and then tailor that plan to maintain its fit until those goals become accomplishments.”