M. Shane Kays

Mission Statement:

My professional goal is to help every client prepare for the challenges of meeting their financial needs in retirement.

Personal & Professional Qualifications:

Studied Economics at the University of Kentucky

Company History:

Has been an Investment Adviser Representative and a Registered Representative since 2009.

Company Specialty:

Retirement Planning; 403(b) and Insurance 

Specialty Services:

• Estate planning
• Retirement planning
• Long term care
• Life insurance
• Wealth management