Our offices are open to handle all your needs. That said, due to the Corona virus, our associates will be working remotely starting Monday March 23, 2020
Our first priority is helping our clients along with protecting our associates during these unprecedented times.
We will be operating normal business hours, Monday-Friday 8:00 AM to 5:00 PM, but doing it remotely until this crisis is deemed over and it is safe to once again resume normal office interactions.
If you need to contact your Advisor or their assistant, please contact them directly at the below numbers.
Angela Zachman - 502-727-3901
AnnMarie Young - 502-638-4846
Benjamin Hopper - 270-366-2819
William "Bill" Ralston - 502-314-1100
Brad Barnett - 502-905-5458
David Bugg - 502-777-3222
Dennis Dixon - 502-638-4845
Eric Poole - 502-802-5691
Jeannie Samdani - 502-638-4859
Sonia Goforth - 502-638-4851
Ken O'Neil - 502-376-3416
Michael McCulloch - 502-638-4861
Rob Davenport - 502-727-0418
Steve Franklin - 502-727-6210
Thomas Wright - 502-475-3237
Vicki Marchand - 502-638-4842
Whayne Porter - 502-802-8201
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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Life insurance proceeds are generally tax-free. But not in all cases.
Here are six flags that may make your tax return prime for an IRS audit.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Do you have causes that you want to support with donations? Here are three tips.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There’s an alarming difference between perception and reality for current and future retirees.