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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Explore the growing influence women wield over the economy with this handy infographic.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
One way to find money is to examine your current spending habits and eliminate money wasters.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
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.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The decision whether to buy or rent a home may have long-term implications.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How do the markets usually react to elections? Was the 2016 election any different?
Smart investors take the time to separate emotion from fact.
How will you weather the ups and downs of the business cycle?