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 5000 piece puzzle of a Kentucky horse farm with old tobacco, newly planted wine grapes, and Thoroughbreds roaming around!).
The majority of our families fall somewhere in the middle. I appreciate how David and Alex set up an atmosphere of success by trusting their employees. They always allow for input and feedback so that Family Financial Partners can improve the way we do business on a regular basis. When I found FFP, I knew this was the firm I wanted to call home.
The majority of our families fall somewhere in the middle. I appreciate how David and Alex set up an atmosphere of success by trusting their employees. They always allow for input and feedback so that Family Financial Partners can improve the way we do business on a regular basis. When I found FFP, I knew this was the firm I wanted to call home.
Services
At Family Financial Partners, we understand that no two families are alike. For some of our younger families, the goal may be saving for retirement while reducing consumer debt. For others, the goal may be funding an early retirement, staying retired or passing on wealth to children and grandchildren.
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.
We want to talk to you! Our team offers the support and staff you need to learn the business and grow your own book. I appreciate how David and Alex set up an atmosphere of success by trusting their employees. They always allow for input and feedback so that Family Financial Partners can improve the way we do business on a regular basis.
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.
Before we can protect something, we must know what we are trying to protect it against. At Family Financial Partners, our financial advisors work hard to protect you against three common bad things that happen to money. First, we have to protect from low interest rates. We are currently smack in the middle of a low interest rate environment.
Reviews (1)
Charlie Gregg
Aug 16, 2020
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