Financial planning
Personalized plans tailored to client goals and circumstances.
Family Financial Partners
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About Family Financial Partners
Based in Lexington, Kentucky, Family Financial Partners is a financial advising firm serving families in the area and beyond. Its team provides personalized, fee-based financial planning shaped around each client family's goals and circumstances. Services include financial planning, retirement planning, tax management, college planning, legacy planning, and insurance planning. The firm describes retirement planning as a roadmap for life after work and helps clients consider how savings and investments may support expenses such as retirement, education, a home, charitable giving, or inheritance. Planning is delivered through guidance from financial advisors, with the firm offering a financial checklist and inviting prospective clients to contact an advisor. Its website says the team has served Lexington for more than 20 years.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Retirement guidance
A roadmap for spending time and funds after work.
College planning
Planning for education costs and scholarships.
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