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Wealth Management Services

  • Portfolio Management
  • Financial Planning
  • Estate Planning and Gifting
  • Risk Management/Insurance
  • Education Planning

View the Portfolio Management PDF

View the Financial Planning PDF

View the Estate Planning and Gifting

View the Risk Management/Insurance PDF

View the Education Planning PDF

 

Office

Lexington Office 

319 Cedar St Ste 201
Lexington KY 40508

Louisville Office

10503 Meeting Street
Unit 101
Prospect, KY.  40059
 

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Contact Info

(859) 785-2660

info@alphaky.com

     

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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