Phone: 859.543.8188

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Investment Portfolio Management

In today’s ever changing world, the financial markets are more volatile and complex than in recent memory. Having said that, there have always been obstacles to overcome throughout history. While unsettling, this can also create opportunity for those who are looking in the right areas. Let us guide you toward your financial destination by helping you develop an investment plan that can weather the storms of todays of global markets.

Investment Products

  • Mutual Funds*
  • ETF's*
  • Individual stocks and bonds*

Fee-based investment portfolios

  • Portfolio Analysis – analysis of current investment portfolio to determine if it properly positioned based on your goals, expectations and risk tolerance.
  • Asset Allocation – develop strategies that balance risk and reward by apportioning a portfolio's assets according to your goals, risk tolerance and investment horizon.

*Securities offered through WFG Investments, Inc.

Investments & Financial Planning, LLC., 1795 Alysheba Way, Suite 7104, Lexington, Kentucky 40509 | Office  859.543.8188 | Fax 859.543.8242

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