Phone: 859.543.8188

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Consultative Financial Planning

Consultative financial planning is offered for those clients who do not have the desire for ongoing advice and asset management. This service is offered based upon an hourly rate or a fixed planning fee. If you prefer discretion with how your money is invested, but would still like professional advice, this may be the option for you.

Consultative services are offered in the following areas: asset allocation, retirement income planning, Social Security planning, budgeting, education planning, insurance planning, and estate planning.

401(k) reviews are also valuable at ensuring your employer-sponsored investments are allocated in such a way that will allow you to reach your long-term retirement goals.

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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