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
Lifestyle
to delay or not to delay? That is the question
Investing
minimize the stress, and maximize fund potential
College Planning
when scholarships just won’t cut it
Estate Management
planning for the what-ifs
Insurance
protect your family’s current income, lifestyle, and assets
Tax Management
ensuring tax efficiency
Meet the Team
David Smyth, CLTC
Alexander Roig
Kyrk Davis
Jacob Buckley, CDFA®, MBA
Dillon Harper
McKellar Ciurlizza, MBA
Ryan Petrunyak
Rick Gregory
Greg Wright
Ryan Fitch
Dana Klausler
Justin Sabido
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.
Greg Wright
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.
McKellar Ciurlizza
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.
Ryan Petrunyak
Recent Blog Articles
Worried about the economy? Take a closer look.
Lately, I’ve been thinking about why it is so ingrained in our human nature to worry. We’re a nervous species, fearing uncertainty, volatility, and anything that we can’t control. I’m in a business that exists primarily to take financial worry off the shoulders of our clients and manage it ourselves, but we live in a media environment that seeks to capitalize on fear without looking at the greater picture.
Choosing Health Insurance
Please don’t ask me why, but the way providers talk about benefits can confuse many folks, especially younger employees who might be enrolling for their insurance for the first time. One recent study showed that more than half of employees choose plans that aren’t right for them, costing them money in premiums or underfunded costs.
So, what is all this tricky language, and what does it mean for you and your benefit selections? Let’s review a few of the most common terms you’ll encounter in selecting a package.
Retire without worry: How to manage retirement planning stress-free
There’s an old trope in the financial planning industry — Nobody likes to work with engineers.
They say engineers ask too many questions. They come in with complex plans for exactly when and how they should retire to maximize their post-career income. They have dozens of spreadsheets taped together detailing every cent of their savings and budgets and interest payment projections. Heck, I’ve seen it myself. They’re trying to play financial advisor for the first time, and I can tell you that it’s not an easy job.
But at Family Financial Partners, we love working with engineers.
Visit our Office
Family Financial Partners
1792 Alysheba Way, Suite 201
Lexington, KY 40509
