In an age when many individuals and couples find it too difficult to successfully navigate their own wealth accumulation planning, not to mention knowing how to write a detailed financial plan, Kentucky Planning Partners, LLC financial associates are trained to help.
Our financial services representatives take the necessary time to educate our clients so informed decisions can be made for years to come through their affiliation with LPL Financial. Our representatives offer fee-based financial planning that is delivered in an easy to understand manner, fee-based wealth management, insurance planning, and employee benefits planning.
Kentucky Planning Partners, LLC is independent, which is very important in today’s financial services environment. Our representatives are objective and professional and our clients receive personalized advice, always. Representatives from Kentucky Planning Partners, LLC are affiliated with LPL Financial, the nation’s largest independent broker-dealer*.
We welcome an introductory meeting and are always here to serve you and your loved ones. That is our continued commitment to you.
Robert A. Davenport, CFP®, CLTC®
Chief Executive Officer – Kentucky Planning Partners, LLC
CERTIFIED FINANCIAL PLANNER ™ Practitioner
* As reported in Financial Planning magazine, June 1996-2016, based on revenue.