Also known as investments and financial planning
Investments & Financial Planning, LLC is a full-service investment advisory and financial planning firm in Lexington, Kentucky, founded in 2012. It reports about $319 million in assets under management and more than 40 years of combined experience among its team. The firm is predominantly fee-based and aims to help clients understand their options before making decisions, providing investment management, financial planning, retirement planning and tax planning for retirement. It serves individuals, families and businesses and offers goal-setting calls and retirement webinars. Its team includes managing partners who are financial advisors, along with client liaisons.
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Investments & Financial Planning is a wealth manager based in Lexington, United States, managing approximately $319M in assets.
Investments & Financial Planning is headquartered in Lexington, United States.
Investments & Financial Planning manages approximately $319M in assets under management.
Investments & Financial Planning was founded in 2012.
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