Skip to main content
menu
  • Home
  • Process
    • Our First Meeting
    • The IFP Difference
  • Services
    • Investment and Asset allocation planning
    • Fee-based Financial Planning
    • Education Planning
    • Retirement Planning
    • Tax planning for retirement
    • Estate planning
    • Comprehensive Insurance Planning
    • Charitable gifting strategies
  • Resources
    • Financial Calculators
    • Useful Links
    • Government
    • Market Research/News
    • Personal Finance
    • Policies & Disclosures
    • Office Closures
  • Our Team
  • FAQs
  • Client Login
  • Client Events
  • Introductory Events
    • Introductory Workshops and Videos
    • Upcoming Events

Join our Newsletter

Schedule a 15-minute
financial goal setting phone call

Book a Meeting →

Investments & Financial Planning, LLC.

1795 Alysheba Way, Suite 7104, Lexington, Kentucky 40509
Office  859.543.8188 | Fax 859.543.8242

Schedule a free consultation

Form CRS | FORM ADV PART 2A | Privacy Policy | Brochure Supplement - FORM ADV PART 2B (Eric Mullins)
Brochure Supplement - FORM ADV PART 2B (David Short) | Wrap Fee Program Brochure

Advisory services offered through Investments & Financial Planning, LLC. 

 

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

 

 

© 2025 Investments & Financial Planning, LLC All rights reserved.