Kentucky > Lexington > Family Financial Partners

Family Financial Partners

Verified Listing

(859) 219-1006
401 Lewis Hargett Cir
#210
Lexington, KY 40503
Category: Finance & Legal:Financial Services:Financial Advisory Services


About

When it comes to determining what to do with your life savings, we know what you are thinking:
“How much more money can you make me?”
Prior to answering that question, we will take you through our investment planning process.
Here are the factors that we consider in order to help you develop an investment portfolio that fits your needs:

Charitable gifting goals
Emotional risk tolerance
Family dynamic
Financial objectives
Future income expectations
Health/family history
Income stability
Inheritance issues
Lifestyle
Macro economic environment
Micro economic environment
Outside risk
Past investment experience
Personal investment preferences
Political environment
Tax considerations (current/future)
Trends

We consider all of these factors prior to making a formal investment portfolio recommendation. This allows us to craft investment solutions that truly address your goals while always acknowledging the potential risks associated with any investment strategy.

Which brings us back to the question:

“How much more money can you make me?”
At the end of the day the answer is different for each of our client families.
For some the goal is to strive to maximize their returns, for others the goal is to help them preserve their life savings. The common thread that connects all of our clients is the goal of efficiently positioning your assets to work for you and your goals.


Products And Services

Financial planning, financial advisor, life insurance.



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