LPL Financial At-A-Glance
Advice for Life
The Advice for Life approach recognizes that we’re all on a special journey—and that each of us requires a roadmap to help us get to where we want to be. This disciplined planning process has helped other KPP clients focus on eliminating debt, better understand the financial decisions that support their situation and improve family communication regarding money issues.
At KPP, we believe that adopting a holistic planning approach that focuses first on your life goals and aspirations may improve the chances of achieving the future that you envision.
Don’t let your dreams fade. Call today for a consultation. Together we’ll chart a path to your future.
Before we get down to crunching numbers we will talk about the things that are most important to you—family, community, pastimes, church. I’ll ask a lot of questions about what you’re really thinking, feeling, worried about; your experiences with money; and what you’ve accomplished so far. Together we’ll figure out where you are now.
Based on what we discuss in the discovery phase, KPP will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We will consider the financial implications for each goal we discuss and construct the framework for a plan that supports them
A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase, we will recommend specific solutions to help match each of your goals. This is where we implement your customized plan.
Just when you make plans, life happens—and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. Kentucky Planning Partners, LLC will help you plan for the unexpected, anticipate change and adjust your plans over time, as necessary.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The market is as unpredictable as the weather. We’d love to help you prepare.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
An increasing number have been developed to help individuals with their personal finances.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
To choose a plan, it’s important to ask yourself four key questions.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Learn how to harness the power of compound interest for your investments.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Why are 401(k) plans, annuities, and IRAs so popular?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What if instead of buying that vacation home, you invested the money?