PLANNING
A successful retirement has nothing to do with luck
PLANTING SEEDS
Spring is the perfect time to rejuvinate your finances
POSITIVE MONEY MINDSET
A healthy positive mindset about money...
Dan Wright, CFP®, AIF®, MA
Dan is a licensed Certified Public Accountant in Kentucky, as well as a licensed Investment Advisor Representative with Cambridge Investment Research, Inc. He earned both a Bachelor’s degree in Business Administration and Master of Business Administration degree from the University of Louisville. Dan has worked in radio, retail sales, and banking before pursuing an Accounting and Finance career that has spanned several industries. Dan is a member of the Kentucky Society of CPA’s as well as a member of the AICPA. Dan volunteers for Special Olympics of Kentucky as a Softball coach in his spare time. His hobbies include playing golf, swimming, and exercising.
Medicare
For people who qualify for Medicare, we work with several of the most popular Medicare plans and can help you understand and enroll in the Medicare system. In particular, we can help you with the decision whether original Medicare, a Medicare supplement plan, a prescription drug plan, or a Medicare Advantage plan will work best for you.
We will also explore whether there are specific benefits available to help your unique situation.
Download “Stop, Drop, and Go: 12 Essential Steps to Keep Your Family Safe From Fire”
Is your family prepared to handle a house fire? Do you know the steps to prevent one? Do you have a go-plan to keep your family safe in the event of a fire emergency in your home? If not, our free ebook can help. Sign up below to receive your copy of “Stop, Drop, and Go: 12 Essential Steps to Keep Your Family Safe From Fire.”
Tax Preparation
We provide high-quality tax preparation services with a focus on personal, sole-proprietor, and trust tax returns.
Partners
Payrite Investments LLC is an independent financial services firm, we are not alone. We have chosen to work with many partners who help us provide services to our clients.