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The Tillman-Ogden Investment Group


3120 Wall Street
Suite 310
Lexington, KY 40513

859-219-4260

When you’re trying to live life more fully and worry less often, it’s important to have the ‘money part’ of your life under control.

But that’s part of the problem. For many people, managing money can seem like a full-time job in itself: Crafting a sound investment plan designed to meet your goals; keeping up with the markets; changes in the tax laws; monitoring the performance of stocks, bonds and mutual funds; figuring out what to do about paying college costs; planning for retirement, and estate planning. It really can be a full-time job.

For us, it is a full time job. It’s a job we do for our clients every day; and we can do the same for you so that you can go about doing more interesting things…such as living life to its fullest.

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If you would like to know more about our practice, please click here for a short video. 

Thank you for watching, and we hope to talk to you soon in person.




WELCOME TO THE TILLMAN-OGDEN INVESTMENT GROUP WEBSITE

Reaching one's investment goals is different from one individual to another, whether those goals are personal, future retirement, or educational needs for your children. The Tillman-Ogden Investment Group of Hilliard Lyons approaches this as an individual process. Skip Tillman and Tommy Ogden have over 60 years of combined experience in the investment industry to help you design an investment plan to pursue your specific goals. Listed below is the process we use to help meet those needs.

INVESTMENT PROCESS:

Step 1. Conduct a personal client consultation to establish goals, risk tolerance, time horizon, realistic expectations and an understanding of the markets.

Step 2. Develop a long term investment strategy.

Step 3. Implement the strategy and monitor the performance.

Step 4. Conduct periodic meetings and communicate regularly.

SERVICES PROVIDED:
  • Portfolio Management (fee based) 
  • 401k & 403b Retirement Rollovers
  • Common and Preferred Stocks (investment and research) 
  • Bonds (corporate, tax free municipal, government)
  • Certificates of Deposit
  • Mutual Funds (evaluation and investment)
  • Financial Planning (complimentary, ongoing) 
  • Retirement Planning (IRAs, ROTH IRAs, SEPs, 401(k)Plans, Profit Sharing/Pension Plan)
  • Trust and Estate Planning
  • Annuities and Life Insurance
  • College Savings Plans
  • Checking account with debit card
Call or email us today to get started on your personal investment journey.
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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Third Party Web Sites – We may link to or provide access to other web sites or services from other companies or organizations. You agree that we are not responsible for, and do not control those web sites or services.
 


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