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Family Financial Partners, financial planning advisors in Lexington, KY, will help you establish a financial plan that is as unique as you are. We believe that a good plan will not only help you monitor but potentially achieve your financial goals. We will provide you with relevant available information to help you make informed financial planning decisions for your family. Whether your goal is to retire, stay retired, to better position your financial assets or to start a new business, we have the ability and the network to help make your goals a reality.

A financial plan is not simply a review of investments and insurance. A financial plan encompasses a complete and thorough review of your legal, tax, real estate, mortgage, investment, insurance, social security, medical and employee benefit status. It also considers your long-term financial goals and dreams. After reviewing these areas (in conjunction with your legal, tax, and accounting professional advisors) we will be able to give you useful, practical advice that will benefit you and your family on an ongoing basis.

Yes. If you have financial goals, you should have a financial advisor or financial planner. In the same way that you would consult with a doctor about your health, you should consult with a financial planner about the health of your family’s financial future. The best way to determine your planning needs is to take advantage of our complimentary financial check-up that will help you identify your family’s top five financial goals. Contact us for more details.

Our initial complimentary meeting is simply an introduction, it will last approximately one and a half hours. You will be introduced to our team and you will have the opportunity to introduce your family to us. During this meeting we will do a thorough review of your current financial situation. Please plan on bringing all of your current financial statements. Following this meeting, we will ask you to provide us with any documents we still need to review. For fee based planning clients we will provide you with an estimate of what our planning fee would be. Once we have agreed to work together and all documents are in place, we will schedule a follow-up meeting to discuss your financial snapshot (your planning analysis) and answer any questions. Then we will send you home to think about it, sleep on it and decide how you would like to proceed.

Family Financial Partners expects you to simply set some life goals, communicate these goals to us (even as they change) on a quarterly basis, and coordinate your efforts with ours to help achieve the goals that you have set for your family.

While financial topics are not always the most exciting, they are vital to the health and well-being of your family. We certainly understand that one spouse may have a greater interest in working with us on a quarterly basis. We would encourage you to come in as a couple at least once a year.

Depending on your objectives and assets, we have the ability to provide either fee-based or commission-based services to our client families. As a way for you to get to know our team, our first meeting will be complimentary.

Yes. Family Financial Partners offers fee-based advisory accounts. Contact us for details, as fees vary based upon the size of your portfolio.

Yes. Depending on the types of accounts you have, you will be able to access your accounts on their respective sites.

Yes. If you have financial goals, we recommend that you have a financial plan. Many of our clients come to us looking for quick solutions to specific problems, but they fail to examine their overall financial health. Our belief is that there is no quick fix—only long-term solutions. The best way to determine your planning needs is to take advantage of our complimentary initial meeting so that we can discuss your financial goals.

No. At Family Financial Partners we work as a team; so even if you are a young couple starting out, it is never too early to start planning. One of our team members can get you started with a personalized foundational plan. This plan will address your unique financial situation and outline each step that you need to take in order to reach your objectives.