Overview

I am the CEO of Kentucky Planning Partners located in Louisville, KY. We are an 19 person firm with over 412M in AUM, largely Advisory based. I am looking to visit with local individuals who are wanting to retire from the industry who can feel rest assured that their clientele will be well taken care of as it relates to ongoing comprehensive financial planning, suitable and proven wealth management, and AAA client service.

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within 6 months

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