A Simplified Approach To Holistic Financial Planning

Learn more about how our simplified, yet custom, holistic approach works for successful individuals and families just like you!

A little more about us

We've been in business for over 14 years and have helped 100's of families retire successfully.

The Bucket Plan®

Holistic Planning in Your Best Interest

Our goal is to help America’s “millionaires next door” by providing them with a customized solution that covers traditional financial planning as well as investment management, retirement distribution planning, tax planning and management, and estate planning.

It’s important to understand that most people, unless they have 10-20 million dollars or more, are typically being serviced by sales people when they are searching for financial advice.


They have an insurance person selling them a policy, an investment guy selling them investment products, a tax preparer or CPA selling them tax services, and an estate planner selling those services.


This leaves the burden of coordinating all of this on the client.


Now, compare that with the above mentioned person with a much higher net worth.


They are usually served by a coordinated team of professionals that only act in the best interest of the client.


This is what we strive every day to provide to the people that we serve.


As fiduciaries, we are obligated to only recommend what is in the client’s best interest.

  • Discover where you are now

  • Design where you want to go

  • Deliver and implement your Holistic Plan

  • Dedicated service and support

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1. DISCOVER

Where You Are Now

This is about You, Your Goals & Objectives, Your Current Finances & Taxes, Your Priorities, Our Services, and The Process.

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2. DESIGN

Where You Want to Go

We will help you Organize Your Financial Life, Understand Your Net Worth, Assess Your Cash Flow, do a Tax Return Review, Analyze your Risk, and Develop Your Plan.

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3. DELIVER

Your Holistic Plan

We will Finalize Your Customized Bucket Plan, Align Investments with Your Market Volatility Tolerance, Optimize Your Cash Flow, Provide Solutions, help you with your Transition Plan & Implementation.

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4. DEDICATED

Service and Support

We will help you with Active Plan Management, Ongoing Advice, Tax & Wealth Management, Proactive Communication & Education, Plan Update Meetings, and more.

TEAM

Meet Our Experts

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Matt Longland

Owner | Licensed Agent

Don't take our word for it, Hear from our clients

We’re here to help you reach the retirement and financial goals you want. Here from some of our customers, and start planning for what comes next with a personalized plan.

Carmen Diaz

Very helpful and educational. Kept it simple and now I feel confident about my future and my children’s future. They tailored everything for my family and took my goals seriously. Hard to find people who truly care and do what they say! Highly recommend!!

Tasdeep Singh

Amazing to do business with TGE. It is a high quality business with honest and reliable people. They make everything very simple and straightforward.

Mary Earnest

They are knowledgeable, honest and will genuinely help/educate you on how to create wealth for you and your family.

Colette Baloney

Armo went beyond the call of duty to explain each product I was interested in. He sat with my entire family so that we all understood the value of insurance and most importantly he returns phone calls even on a Sunday!!

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Get in Touch

25 Town Center Blvd., Crestview Hills KY 41017

Financial Planning and Advisory Services are offered through MB Longland ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Longland Group LLC and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Longland Group LLC are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.Financial Planning and Advisory Services are offered through MB Longland ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Longland Group LLC and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.  Insurance and Tax Services offered through Longland Group LLC are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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