1792 Alysheba Way, Suite 201, Lexington, KY 40509
FINRA | Broker Check | SIPC

Family Financial Partners

Financial Services in Lexington, KY

Families, Individuals, and Corporations

Building Personal Relationships

Here for the first time? Click below to access our Client Toolkit and read more detailed information about us.

We appreciate you taking the time to learn a little more about us and how our financial planning services can help you and your family achieve your financial planning goals.

One of our primary goals at Family Financial Partners is to educate our client families about their finances and how our team works. We find that informed families are less stressed when it comes to their financial plans, and are able to make confident decisions more efficiently. We encourage you to continue to educate yourself by reading our weekly newsletter, which includes helpful tips from our advisors, articles about pertinent issues, office updates, and other information that will keep you in-the-know.

In addition, we invite you to participate in our seasonal social events. These events are a great way for all of us to build a relationship outside of the “office” relationship we have with you. Our social events are always just that – social. You will never hear a sales pitch or presentation, nor do we discuss your personal business in a social environment. Your privacy is of utmost importance to us.

Finally, if you are a current client who has benefited from our services, we would appreciate a referral to a family, friend, coworker, or business partner similar to yourself. All we ask is that you provide us with their name, state of residence, phone number, and email so that we can contact them and offer them our monthly newsletter. Please don’t keep us a secret!

What We Do

Our Services

Financial Planning | Family Financial Partners | Financial Advisors in Lexington, KY

Financial Planning

a tailored plan to fit your specific goals

Retirement Planning | Family Financial Partners | Financial advisors in Lexington, KY

Retirement

a roadmap for how to spend your time when work is done

Lifestyle Planning | Family Financial Partners | Financial advisors in Lexington, KY

Lifestyle

to delay or not to delay? That is the question

Investing | Family Financial Partners | Financial advisors in Lexington, KY

Investing

minimize the stress, and maximize the funds

College Planning | Family Financial Partners | Financial advisors in Lexington, KY

College Planning

when scholarships just won’t cut it

Estate Management | Family Financial Partners | Financial advisors in Lexington, KY

Estate Management

planning for the what-ifs

Insurance Planning | Family Financial Partners | Financial advisors in Lexington, KY

Insurance

protect your family’s current income, lifestyle, and assets

Tax Management | Family Financial Partners | Financial advisors in Lexington, KY

Tax Management

ensuring tax efficiency

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