F

Family Wealth Group

(on old rosebud)
Financial Services in Lexington, KY
Financial Services

Hours

Monday
9:00AM - 5:00PM
Tuesday
9:00AM - 5:00PM
Wednesday
9:00AM - 5:00PM
Thursday
9:00AM - 5:00PM
Friday
9:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

2704 Old Rosebud Rd
Lexington, KY
40509

About

Family Wealth Group is committed to financial advisory services for Retirees and their unique situation. We provide comprehensive planning that includes tax, fee and risk assessment to assure predictable returns with the least amount of risk. We believe that the key to successful investing is not just to "make money with your money," but rather to "Keep more of what you make." Without proper comprehensive planning involving taxes, fees, and risk it is inevitable that you will give back much of your gains in up markets to avoidable taxes, unnecessary fees, and losses from market downturns.

Photos

Family Wealth Group Photo

Services

  • Holistic Retirement Planning
  • Financial Planning

Latest

We were at the Georgetown Chamber of Commerce Golf Outing on Thursday. We had a great time seeing some of you swing your clubs! Congratulations to Michael Collins who won our Limited Edition Family Wealth Group Yeti Roadie cooler!! You never know where we will be next!!
Did you see Tim discuss the Cares Act and the current additional $600 per week stimulus checks for the unemployed? July 18th on WAVE 3 in Louisville. https://vimeo.com/user14179445/review/440010877/a4b9fa5d74 VIMEO.COM Family Wealth Group, Back-to-Work Incentive or Extra Unemployment? What to Expect This Summer, WAVE, 07/18/20
Thinking about retiring? Tune in to WLEX-Channel 18 this Thursday (July 16th) at 8:30pm for a special program to learn more about Family Wealth Group, what we do, and how we might be able to help you!! Jeff Sheppard will walk you through an overview of things you need to know NOW, before it's too late. THEFAMILYWEALTHGROUP.COM Wealth Management & Planning | The Family Wealth Group
Thinking about Retiring this year?? http://vid.us/f85fl1 BBEMAILDELIVERY.COM Considering retirement in the next year?
Know someone thinking about retiring? Bring them to our next dinner seminar! Call 859-600-1200 to reserve your space Reservations required. Seating is limited. Covid Protocols will be in place. Temperature checks before entry, masks required when not seated, limited seats, and sanitizer available.
If you are still in need of a pumpkin for your front porch...or that pie, please visit Holleran Farms...they are a local farm, and have a wonderful selection of pumpkins. https://www.facebook.com/marketplace/item/3173438072751503
It’s veterans who have helped made and keep this country great. So grateful to be an American. So proud to call you family.
From all of us at Family Wealth Group. We hope you are able to enjoy the holidays from "Gnome" and stay safe and healthy with those you love. Merry Christmas!
Bundle up and get outside and be active. Take your best pet out if you can. Walk, run, go for a drive, see the Christmas lights and area decorations. Know of an interesting place to go see the lights?? Comment below.
You can click list and cook at home with the family, or get delivery from a local restaurant, you MAY even get to go and actually eat in a restaurant, but plan your meals in advance. Spend your food dollars wisely, and in the process try a new recipe or restaurant. Comment below with your favorite meal!
Even small things like tubes of toothpaste, tooth brushes, and socks can go a long way in helping someone less fortunate. If you have a group that you know is taking donations, feel free to comment below. Family Wealth Group does not promote or endorse any of the organizations in the comments section of this post.
Tuesday, January 26th or Thursday, January 28th, 6pm If you are currently working and thinking about your retirement future--don't miss one of our seminars...in addition to your meal there will be a presentation on what to consider when you are thinking about retirement, how to avoid common pitfalls and protect what you have worked so hard to make. RSVP to Heather at 859-600-1200 to reserve your seat. Seating is limited and we are following all current CDC guidelines on safety and social distancing. Reservations are required.
Take a few minutes to learn how to sell your unwanted items online. It is not hard and It will help you clear your house, and make a few dollars in return. And someone may need what you no longer want. It's a win-win... Comment below if you would like to attend a class on how to sell on MarketPlace and Ebay in 2021. Remember to check back every day in December for more helpful tips.

Information

Company name
Family Wealth Group
Category
Financial Services

FAQs

  • What is the phone number for Family Wealth Group in Lexington KY?
    You can reach them at: 859-309-0349. It’s best to call Family Wealth Group during business hours.
  • What is the address for Family Wealth Group on old rosebud in Lexington?
    Family Wealth Group is located at this address: 2704 Old Rosebud Rd Lexington, KY 40509.
  • What are Family Wealth Group(Lexington, KY) store hours?
    Family Wealth Group store hours are as follows: Mon-Fri: 9:00AM - 5:00PM, Sat-Sun: Closed.