COVID-19 Operational Information: We are open from 9-5 Monday through Friday. We request scheduling appointments for in office visits as we want to limit traffic flow in the office. We sanitize after every meeting and we schedule meetings at least two hours apart.

Your needs.
Your retirement.

Your goals are based on what you want from retirement. We’re here to listen, and to help you plan to meet those goals on your terms.

COVID-19 Operational Information: We are open from 9-5 Monday through Friday. We request scheduling appointments for in office visits as we want to limit traffic flow in the office. We sanitize after every meeting and we schedule meetings at least two hours apart.

Your needs.
Your retirement.

Your goals are based on what you want from retirement. We’re here to listen, and to help you plan to meet those goals on your terms.

COVID-19 Operational Information: We are open from 9-5 Monday through Friday. We request scheduling appointments for in office visits as we want to limit traffic flow in the office. We sanitize after every meeting and we schedule meetings at least two hours apart.

Your needs. Your retirement.

Your goals are based on what you want from retirement. We’re here to listen, and to help you plan to meet those goals on your terms.

Get Started in Three Easy Steps:

Get Started in Three Easy Steps:

Discover

We listen to what you need.

Evaluate

We help you understand where you are today, so you can think about the future.

Plan

We help you connect the dots. How do you get from today’s reality to tomorrow’s goals?

Discover

We listen to what you need.

Evaluate

We help you understand where you are today, so you can think about the future.

Plan

We help you connect the dots. How do you get from today’s reality to tomorrow’s goals?

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Discover

We listen to what you need.

Evaluate

We help you understand where you are today, so you can think about the future.

Plan

We help you connect the dots. How do you get from today’s reality to tomorrow’s goals?

Get to know

Get to know

our team

our team

It is our mission to help individuals and families achieve their ideal retirements.
It is our mission to help individuals and families achieve their ideal retirements.
It is our mission to help individuals and families achieve their ideal retirements.

Meet our founder

Meet our founder

Meet our founder

Allen Costellow

Allen Costellow

President & CEO

President & CEO

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
❯❯ Meet Our Founder

Schedule a meeting with allen

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
❯❯ Meet Our Founder

Schedule a meeting
with allen

Schedule a meeting with allen

Services we offer

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
❯❯ Learn More

Services we offer

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
❯❯ Learn More

Need More Info?

Attend a live event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more…
No upcoming events.
Please check back later!

Need More Info?

Attend a live event

Attend one of our informational seminars
to learn more about retirement income strategies, wealth management and more…

Download our Calendar of Events

Download our Calendar of Events

The Second Act

Retirement isn’t the final chapter in the book of life.
But rather, a new beginning

For more information about any of the products and services we provide, schedule a meeting today.

The Second Act

For more information about any of the products and services we provide, schedule a meeting today.

Retirement isn’t the final chapter in the book of life. But rather, a new beginning

The Second Act

For more information about any of the products and services we provide,
schedule a meeting today.

Retirement isn’t the final chapter in the book of life.
But rather, a new beginning.

Download our Retirement guide

Download this guide today to get started on your journey!

Everyone wants to know the principles of planning for a successful retirement.

The truth is, we’ve learned a lot over the years, helping clients.

We listen to people’s needs.

Once we know where they are, we help them plan for where they want to be.

Download our Retirement guide

Download this guide today to get started on your journey!

Everyone wants to know the principles of planning for a successful retirement. The truth is, we’ve learned a lot over the years, helping clients. We listen to people’s needs. Once we know where they are, we help them plan for where they want to be.

Download our Retirement guide

Everyone wants to know the principles of planning for a successful retirement. The truth is, we’ve learned a lot over the years, helping clients. We listen to people’s needs. Once we know where they are, we help them plan for where they want to be.
Download this guide today to get started on your journey!

730 Fairview Ave., Suite B5 Bowling Green, KY 42101 | [email protected] | 270.904.7624

Securities and Advisory Services offered through Client One Securities, LLC Member FINRA / SIPC and an Investment Advisor.
Southern Kentucky Advisors, Inc. and Client One Securities, LLC are not affiliated.

Wait! BEFORE YOU GO...

DOWNLOAD OUR RETIREMENT GUIDE

Download this guide today to get started on your journey!