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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.
Fee-Based, 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 fund potential
when scholarships just won’t cut it
planning for the what-ifs
protect your family’s current income, lifestyle, and assets
ensuring tax efficiency
Meet the Team
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.
It’s March, so make your picks — on employee benefits
Nobody’s benefits renew in March. March is pretty much the opposite of benefits season. Many of you are just waiting on the fall email from your employer that reminds you to check your benefits and see if something has changed — marital status, number of children, medical history — as well as instructions on how to make changes to your package. If nothing significant has occurred, you probably just check the box to keep everything the same. It’s easy.
But this March I want to challenge you that this might be an excellent time to pull up your employee benefits from last fall and ask yourself if there’s anything in there you don’t understand or a place where maybe you should have made a different election.
With all this market turbulence, is the plane going to land?
“Buckle up, folks — we’re about to experience some heavy turbulence.”
Why do I bring this up now? Because folks, we’ve experienced some heavy market turbulence lately, and while the skies are a little calmer right now, my guess is that we have more to come before this plane lands. But I’m an experienced flyer, and let me assure you, this is no time to get panicky with your portfolios.
This Valentine’s Day, give the gift of a lifetime
As a financial planner, I’ve learned over the years that there is no greater asset than that of human life. I’m reminded of that whenever I see families go from tying the knot to starting a family, from becoming empty nesters to retiring, and finally to celebrating life. We’ve been blessed to walk alongside our clients’ families during each of those steps and celebrate life’s milestones, happy and sad.
Visit our Office
1792 Alysheba Way, Suite 201
Lexington, KY 40509