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.
As a CDFA® professional, I’m looking to find an equitable settlement option that’s best for both spouses. I find that most attorneys are trained to make the settlement split as smooth and quick as possible. But just like I didn’t go to law school and study the legal system, attorneys aren’t financial planners and often don’t consider the client’s long-term implications of their divorce settlement.
Next weekend we officially enter the fall — one of the best times of year that ushers in football, fire pits, and the beginning of the holiday season. As you watch the leaves turn brilliant red and orange and begin to blow to the ground, it’s easy to appreciate the natural beauty of the end of another life cycle before the cold winter months.
It’s much harder to appreciate nearing the end of our own life cycles. As a matter of fact, most of us probably avoid thinking about it altogether. And that’s perfectly understandable. None of us wants to consider that one day we won’t be around anymore and our loved ones will be left to pick up the pieces. Heck, I’m sorry for even bringing it up today. But it’s just the reality of the human condition.
If you’re like the majority of Americans, you might be living paycheck to paycheck. That’s according to a recent report where 61% of U.S. adults said they spend all of their income every month on bills like housing and food.
We’ve hit a perfect storm where pandemic funds have dried up, inflation has been running hot over the past year, and wages have struggled to keep pace. The result is dwindling savings and record-high credit card debt, and it can feel like you’re barely treading water.
Visit our Office
1792 Alysheba Way, Suite 201
Lexington, KY 40509