Phone: 859.543.8188

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Consultative Fee-based Financial Planning

Consultative services we provide for an hourly fee.  If you are looking for a second opinion regarding a specific area we can provide you with competent objective advice in the following areas:

  • Asset Allocation
  • Overall Financial Planning
  • Retirement Income Planning
  • Social Security Planning
  • Cash Flow/Budget Planning
  • Education Planning
  • Insurance Needs Planning
  • Estate Planning

Investments & Financial Planning, LLC., 1795 Alysheba Way, Suite 7104, Lexington, Kentucky 40509 | Office  859.543.8188 | Fax 859.543.8242
Investments & Financial Planning LLC is an independently owned Registered Investment Advisor. 
Securities offered through WFG Investments, Inc., Member FINRA & SIPC.
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