Investment & Financial Strategies

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1795 Alysheba Way Ste 7104
Lexington, KY 40509

Investments Financial Planning LLC is a full-service investment advisory and financial planning firm based in Lexington, Kentucky, boasting over 40 years of combined experience. The firm focuses on empowering clients with the resources, information, and investment platforms necessary to achieve their financial goals through a predominantly fee-based approach.

With a commitment to independence, diligence, objectivity, and integrity, Investments Financial Planning aims to simplify the increasingly complex financial decision-making process for its clients. Their comprehensive services include investment and asset allocation planning, retirement and tax planning, estate planning, and more, all designed to secure a sustainable financial future for individuals and families.

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