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.
Discovery
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.
Planning
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
Solutions
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.
Monitoring
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.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Estimate how much income may be needed at retirement to maintain your standard of living.
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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Estimate how much of your Social Security benefit may be considered taxable.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Latte Lie and Other Myths
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.