Phone: 859.543.8188

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Retirement Planning

We can develop and design a retirement strategy to help you work towards meeting all your retirement goals.

  • 401k plans
  • Profit Sharing Plans
  • SIMPLE IRA's
  • SEP IRA's
  • Roth IRA's
  • Traditional IRA's
  • IRA Rollover's

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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