Contact Us

462 S 4th Ave Ste 1900
Louisville, KY 40202-3477
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Office: 502-562-2400
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John Daniel Rivers, CLU®, ChFC®, CFP®

Take the first step

Are you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives?

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Mission Statement

According to Managing Partner, Dan Rivers, "Our mission is to be advocates for the interests of those about whom our clients care about most. We believe every client who desires financial security deserves the professional service that our financial representatives are trained to deliver."