UK Alumni Association

Financial Services

Financial Services, LLC
Stonewall Management
Lee Helmers, CFP
836 Euclid Avenue #303
Lexington, KY 40502

$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

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