UK Alumni Association

Financial Services


Financial Services

ConservativePortfolios.com, LLC
Stonewall Management
Lee Helmers, CFP
836 Euclid Avenue #303
Lexington, KY 40502

859-309-9791
1-800-352-1714
$499 flat fee financial planning, including retirement income needs analysis by a certified financial planner. This is approximately one third the retail hourly cost of services

Salomon & Co.
3217 Summit Square Place
Suite 250
Lexington, KY 40509

859-266-0012
Toll free 1-800-928-0012
art@salomonco.com
Receive one hour of free consultation on one of the following topics: Retirement Planning, Estate Planning, Charitable Giving, Business Succession, and Financial Planning.