Experienced Financial Advisors in Lexington, KY
Every client family has different working pieces. Each is a puzzle consisting of where they’ve been, where they currently are in life, and where they want to go. Some families are straightforward, while others are more complex (think of a 5000 piece puzzle of a Kentucky horse farm with old tobacco, newly planted wine grapes, and Thoroughbreds roaming around!). The majority of our families fall somewhere in the middle.
acting in your best interest
flexibility for your family’s specific needs
treating you as family
Why Family Financial?
I appreciate how David and Alex set up an atmosphere of success by trusting their employees. They always allow for input and feedback so that Family Financial Partners can improve the way we do business on a regular basis.
When I found FFP, I knew this was the firm I wanted to call home. Our office puts the client’s experience and comfort at the center of its business model – always striving to serve them better, more efficiently, and effectively.
Everyone at FFP brings unique personalities and skills to our team. I love that as a group, we all utilize these skills in our own ways to help us better serve our clients. This is how we provide the level of service that truly impacts people’s lives for the better.
Fee-Based, Experienced, Personalized Planning
The basis of our philosophy is the fact that many people only save and invest money for one reason—to spend it.
Whether the plan is to spend their funds during retirement, for their kid’s college, for a new home, for charity, inheritance, or a rainy day—many people save and invest to spend.
What We Do
a tailored plan to fit your specific goals
a roadmap for how to spend your time when work is done
to delay or not to delay? That is the question
minimize the stress, and maximize the funds
when scholarships just won’t cut it
planning for the what-ifs
protect your family’s current income, lifestyle, and assets
ensuring tax efficiency