In an age when most 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 clientele so that smart decisions are made over the many years to come. Our representatives offer fee based financial planning that is delivered in an easy to understand manner, fee based wealth management for retirement accounts, insurance planning, and employee benefits planning.
Kentucky Planning Partners, LLC is also independent, which is very important in today’s financial services environment. Many companies manufacture product and pay commissioned salespeople to sell that proprietary product. This is not the case at Kentucky Planning Partners, LLC. Our representatives are objective and unbiased since we are not owned by any other firm. Our clients receive independent, conflict free advice, always. In addition, representatives at Kentucky Planning Partners, LLC are affiliated with Linsco/Private Ledger, 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.
Respectfully,
Robert A. Davenport, CFP, CLTC
President – Kentucky Planning Partners, LLC
View our latest event
Website Design