Financial Advisors 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 5,000 piece puzzle of a Kentucky horse farm with old tobacco, newly planted wine grapes, and Thoroughbreds roaming around!). The majority of our financial planning 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
Financial Planning
a tailored plan to fit your specific goals
Retirement
a roadmap for how to spend your time when work is done
Tax Management
ensuring tax efficiency
College Planning
when scholarships just won’t cut it
Legacy Planning
planning for the what-ifs
Insurance
protect your family’s current income, lifestyle, and assets
Meet the Team
Why Family Financial?
Testimonials are provided by current clients and may not be representative of the experience of other clients. Testimonial is no guarantee of future performance or success.
I have been a long time customer of Family Financial and have had nothing but EXCEPTIONAL service, guidance and friendship! David and Alex have put together an outstanding team and I am pleased to be a customer!
Janine R.
We sleep well at night knowing David and his hard-working team are keeping us on track toward our goals. Thank you for that peace of mind for 17 years and counting.
Brenda E.
Excellent staff of dedicated people that focus on achieving your financial goals. Their knowledge of financial markets is first rate, and they communicate clearly to keep you informed and build trust in their financial guidance.
Richard S.
Recent Blog Articles
When rising costs bring worries about your retirement
When I was a young rep, a typical day involved a client visit or two, and maybe one meeting with a prospect. Over the 25+ years I’ve been in this business, my days have grown to the point where I often see 5-8 client families. What remains true is that it is very important to me to spend my time listening to people.
Building financial resilience without hoarding cash
It’s important to have cash reserves on hand in case of an emergency, but holding on to too much of it can inhibit your long-term wealth goals. Hear from the newest FFP Wealth Advisor Scott Zavitz about the sweet spot for your cash savings.
Wealth preservation vs. wealth preparation
When we spend time in the office mapping out a long-term financial strategy, it’s easy for us to get buried in the mechanics — how much to move, what to withhold for taxes, how to structure the accounts to maximize tax efficiencies. These are all important considerations when it comes to protecting your capital.
Visit our Office
Family Financial Partners
1792 Alysheba Way, Suite 201
Lexington, KY 40509