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.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
How Income Taxes Work
A quick look at how federal income taxes work.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Here are five facts about Social Security that are important to keep in mind.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
When to start? Should I continue to work? How can I maximize my benefit?
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
What if instead of buying that vacation home, you invested the money?
The market is as unpredictable as the weather. We’d love to help you prepare.
How does your ideal retirement differ from reality, and what can we do to better align the two?
If you died, what would happen to your email archives, social profiles and online accounts?
All about how missing the best market days (or the worst!) might affect your portfolio.
$1 million in a diversified portfolio could help finance part of your retirement.