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Asset Preservation Group

Since 2005, Asset Preservation Group has been working with friends and neighbors throughout Kentucky to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

With Asset Preservation Group, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

We're happy to meet with you whenever is most convenient for you. Contact us at or call us at (502) 653-7981

The American Retirement Crisis

Please join us for a Complimentary Meal following our Free Workshop on "The American Retirement Crisis - Keeping it S.I.M.P.L.E."

At this event you will learn how to: 

Eliminate Tax on your IRA and Social Security Income

Protect Your Assets from Medicaid & Probate

Participate in the Stock Market without risk

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We create strategies tailored to your goals.

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Video Library

View all of our education videos.

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Terry's Tips

View all of our monthly newsletters.

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Retirement Made S.I.M.P.L.E.

Hear Terry on TalkRadio 1080 WKJK & NewsRadio 840 WHAS

September 02, 2017

August 26, 2017

August 19, 2017

August 12, 2017

August 5, 2017

July 29, 2017

July 22, 2017

July 15, 2017

July 8th, 2017

July 1st, 2017

June 6th, 2017

June 10th, 2017

June 3rd, 2017

May 20th, 2017

May 13th, 2017

April 29th, 2017

Saturday Mornings @ 8:30 a.m. on 840 WHAS

Catch the replay on Sunday Mornings @ 10:30 a.m. on 1080 WKJK