Pillar Financial Advisor

At Pillar Financial Advisors, we understand that planning for retirement is a critical and daunting task. That's why our team of experienced fiduciary financial planners and financial advisors in Louisville and Lexington, Kentucky, have developed a unique approach to help you maximize your Opportunity Zone. We believe that every individual deserves a personalized approach to planning, which is why we've assembled a team of experts with advanced designations in accounting, finance, and planning.

Our Approach

Our team includes a certified public accountant (CPA), a certified financial planner (CFP), and two chartered financial analysts (CFAs). With decades of collective experience, we've developed a comprehensive process to guide you through the critical decisions you'll face in the five to ten years leading up to retirement. Our process is designed to help you:

• Plan your retirement paycheck
• Manage taxes
• Maximize your social security benefits
• Create a legacy plan
• Enjoy a rewarding retirement

The Pillar Process

Our process is built around seven Pillars that serve to preserve and grow your wealth, minimize your tax burden, and take care of your loved ones. Each Pillar supports the core goal of purposeful, proactive wealth management. We believe that a holistic approach, where each Pillar is well-coordinated and working in harmony with one another, is the surest path to true financial freedom.

Planning

At the heart of our approach is a personalized financial plan. This plan takes into account your values, goals, desires, and lifestyle, reflecting what's important to you and what you want to accomplish. Every plan is unique, but it will include considerations such as:

• When you can retire
• How you'll spend your days in retirement
• How to maximize your social security benefits
• Which pension option is best for you
• And more

Investment Management

A primary component of your plan is establishing clear guidelines for managing your investments and asset allocation. We take a disciplined approach to investment management, ensuring that each investment has a specific purpose and fills a need within your plan. We also conduct ongoing monitoring and rebalancing to ensure that your investment portfolio stays aligned with your goals.

Our Team

Our team is dedicated to providing exceptional service and expertise to help you achieve your financial goals. We're proud to have a team of experienced professionals who are certified in accounting, finance, and planning. Our team includes:

• Gregory M. Curry, CPA
• Ben D. Allison, CFP
• Angela L. Stoner
• Marlene Men
• Chad Clore

What Sets Us Apart

At Pillar Financial Advisors, we're committed to providing a fiduciary approach to financial planning and investment management. This means that we'll always put your best interests first and ensure that our services are tailored to your unique needs and goals.