Phone: 859.543.8188

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Investments & Financial Planning, LLC is a full service investment advisory and financial planning firm.  It was formed to deliver you the resources, information and investment platforms necessary to help you navigate and succeed in the financial market place.  The products and services being offered by banks, broker dealers and insurance companies have become more and more complex which has made financial decision-making more challenging.  With over 20 years of combined experience, let us help you with these challenges while guiding you through the process with the objectivity you deserve so you can make choices for yourself, your family and your business.

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Market Update

RICP Press Release- October 2014

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

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Investments & Financial Planning, LLC is an independently owned Registered Investment Advisor.  Securities offered through Securities Service Network, LLC, Member FINRA & SIPC  

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.  Investments products and services available only to residents of: Arkansas, Florida, Georgia, Indiana, Illinois, Kansas, Kentucky, Missouri, Maryland, New York, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington.


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