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

About Us

Our Philosophy

Our Philosophy

Family Financial Partners offers comprehensive financial planning in Lexington, Kentucky. We work primarily with multi-generational families because we believe that our planning services and unique solutions best meet the long-term needs of these clients.

Our financial advisors operate on the belief that professional management of your finances is the driving force behind long-term financial stability. Your hard-earned assets exist to provide a safety net and income for the rest of your life, and if you wish, an income stream for generations to come. Your overall financial plan will be integrated with insurance protection, customized asset management, and coordinated with your legal, tax, and accounting professionals, which is not typically a do-it-yourself endeavor.

While we cannot know the direction the financial markets/economy will take, we do believe that in good and uncertain times alike, you will appreciate the relationship you have with us, and the assurance that we will be there for you and your family when it counts the most.

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

65

Years Experience
Financial Advising | Family Financial Partners | Financial Advisors in Lexington, KY

Fiduciary

YOUR NEEDS FIRST
Fee Based Planning | Family Financial Partners | Financial Advisors in Lexington, KY

Fee-Only

COMPLETE TRANSPARENCY
Personalized Planning | Family Financial Partners | Financial Advisors in Lexington, KY

5

FINANCIAL ADVISORS

Building and Preserving Wealth

The basis of our philosophy is the fact that many people save and invest money for one reason—to spend it. Whether the plan is to spend their funds during retirement, to pay for their children’s college, for a new home, for charity, inheritance, or a rainy day—many people save and invest simply to spend. If the money intended to be spent isn’t available when it’s needed, that creates a problem. Enter: the need to protect your hard-earned assets.

Family Financial Partners Team | Financial Advisors in Lexington, KY

Navigating Through Life’s Many Changes

For the past 30 years, U.S. investors have seen wild fluctuations in the values of nearly every asset category they may have owned, whether we’re talking about the free-fall of interest rates from the early 80s (reaching 45-year lows during 2004),the devastating bond market of 1994, the double digit inflation of the late 70s, or the stock market crashes in 1987 and the early 2000s. Suffice it to say, there has always been a reason to sit on the sidelines in order to protect your assets. The issue then becomes, with money on the sidelines at historically low interest rates, how can an investor outpace the effects of inflation? The way to outpace inflation is to become a successful long-term investor.

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