Achieving the Financial Freedom You Deserve!

CONNECT

Address:

1029 Monarch Street, Suite 150
Lexington, KY 40513

Phone:

(859) 277-6528

Fax/Other:

(859) 277-1316

Our Services

Lexington Financial Service Group has provided quality financial planning for thirteen years, but our professionals share over sixty years of experience. We realize that it takes a team to provide a wealth of knowledge to our clientele.  Partnering with like-minded individuals and companies with specialized expertise, we are fully capable of servicing your business, estate, and retirement needs.

We work with a variety of companies to meet our clients' demands, offering fee-based or transaction-based investment platforms. While recognizing that each situation is unique, we utilize years of experience in tailoring a specialized plan for you or your business.

We offer:

Financial Planning

  • Life Insurance

                          Take a look.. 10-Year Term Rates

                          Take a look..  20-Year Term Rates

  • Disability Income Insurance
  • Individual Health Insurance
  • Long-Term Care
  • Estate Planning*

Investment Planning

  • Investment Allocations
  • Mutual Funds
  • Morningstar Reports
  • Education Savings Plans & 529 Plans
  • Commission-Based & Fee-Based Platforms

Retirement Planning

  • 401(k)
  • SIMPLE Plans
  • Traditional and Roth IRAs

Business Planning

  • Key Man Protection
  • Buy Sell Funding
  • Group Benefits

 

*Estate planning services provided in conjunction with our client's qualified legal advisor.

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck