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
Designing Cash Flow That Supports Your Life
Many people think about cash flow the wrong way. They treat it as a scoreboard — money in, money out, whatever’s left is what you have to work with. But cash flow isn’t just a number. It’s architecture. And like any well-designed structure, it should be built intentionally, with your actual life at the center.
Tax season got you down? Try running this diagnostic review
Whether you filed your taxes on time or you filed an exemption, tax season is a great time to run a diagnostic review on where you’ve been in the last couple of years and what your tax situation looks like going forward.
In that spirit, I want to give you a few steps to zero in on your tax burden and help you find ways to be more efficient.
The 5 strategies you need to tackle tax season
Early in your career, doing your taxes can seem like a fairly simple process. Pick your favorite software, plug in a few numbers, and that’s it.
But even as a young professional, being tax-efficient is an important step to achieving your overall financial goals. Here are five things you need to consider before doing the bare minimum each April.
Visit our Office
Family Financial Partners
1792 Alysheba Way, Suite 201
Lexington, KY 40509