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 [email protected] 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 at your risk tolerance

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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

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