Financial Partners Group

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Financial Partners Group Financial Partners Group is a wealth management firm with offices in Ashland, KY, and Monticello, KY.

We work with clients to create personalized retirement and investment plans that help them reach their goals and live the life they've dreamed about. Financial Partners Group has built our reputation on integrity and reliability. Our advisors have decades of combined experience in the financial services industry, so we know what questions to ask and how to customize a strategy to help you achieve your unique goals. We provide comprehensive solutions to help grow and safeguard your assets, including Financial Planning, Wealth Management Strategies, Investment Strategies, Retirement & Estate Planning Strategies, Risk Management Solutions, Retirement Plan Services, and Business Planning. No matter what life stage or financial state you're in, having a comprehensive financial strategy is important. Our goal is to help you understand your financial possibilities, and provide you with the tools to help achieve them. You'll receive tailored advice and guidance to meet the needs of you, your family and your small business. For full disclosures see our website at www.financialpgky.com

Come celebrate the Ashland Christmas Parade with us! Our office will be open starting at 6:00 PM before the city’s Chris...
11/02/2026

Come celebrate the Ashland Christmas Parade with us! Our office will be open starting at 6:00 PM before the city’s Christmas Parade kicks off at 7:00 PM on November 24th. Stop by to say hello, grab some hot chocolate and snacks, and enjoy the parade from the warmth of our office! Our office windows are a great place to watch the festivities, and our doors will be open throughout the parade if you need a place to warm up!

Happy Halloween!
10/31/2026

Happy Halloween!

The two accounts aren't connected, and funds can't transfer between them, according to a 2026 update from Brightstart.co...
10/19/2026

The two accounts aren't connected, and funds can't transfer between them, according to a 2026 update from Brightstart.com.

That makes things simpler for a lot of families. It's rarely a true either-or decision. Many households end up using both accounts, each one doing its own job. If you're weighing how Trump Accounts and a 529 might fit your family, bring it up the next time we talk.

#529

Here's where the two accounts part ways, starting with who's in control. Trump Accounts are opened for a child, and the ...
10/12/2026

Here's where the two accounts part ways, starting with who's in control. Trump Accounts are opened for a child, and the money stays locked up until January 1 of the year they turn 18. After that, it works like a traditional individual retirement account. The IRS in 2026 clarified that family, friends, and employers can contribute up to $5,000 per child per year, with employers capped at $2,500 of that.

A 529 runs on different rules. There's no federal cap on yearly contributions, though each state sets its own lifetime limit. The IRS says that a parent can contribute up to $19,000 per year ($38,000 for a couple) without any gift tax paperwork. Money can be withdrawn at any time for qualified education costs, and the earnings are exempt from federal tax.

#529

Trump Accounts and 529s keep coming up in the same conversation. Both put money aside for a child's future. The similari...
10/05/2026

Trump Accounts and 529s keep coming up in the same conversation. Both put money aside for a child's future. The similarity ends there. One is designed for educational expenses, but the other is open-ended. College, a first home, retirement, or anything else.

#529

A financial plan can change over time, and so can the people and priorities that matter most. Regularly reviewing benefi...
08/28/2026

A financial plan can change over time, and so can the people and priorities that matter most. Regularly reviewing beneficiary designations is an important step in keeping your overall plan aligned with your goals.

As we step into a new season, it's the perfect time to rediscover the benefits of annuities. Whether you're planning for...
08/24/2026

As we step into a new season, it's the perfect time to rediscover the benefits of annuities. Whether you're planning for retirement or managing your estate, annuities can offer valuable support in securing your financial future. Ready to explore your options? We're here to help you get started.

Debt is a financial tool, and like any tool, how it's used matters. Knowing which debts to prioritize and how they fit i...
08/21/2026

Debt is a financial tool, and like any tool, how it's used matters. Knowing which debts to prioritize and how they fit into your goals can help you build a stronger financial future.

Simply divide 72 by your expected annual rate of return, and you'll get a rough estimate of the number of years it may t...
08/17/2026

Simply divide 72 by your expected annual rate of return, and you'll get a rough estimate of the number of years it may take for your money to double. It's a quick and easy way to understand the power of compound growth!

A written financial plan can help turn goals into actionable steps. Whether you're planning for retirement, a major purc...
08/14/2026

A written financial plan can help turn goals into actionable steps. Whether you're planning for retirement, a major purchase, or the unexpected, having a roadmap can make the journey feel more manageable.

Address

1527 Carter Avenue
Ashland, KY
41101

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8:30am - 4pm
Saturday 9am - 1pm

Telephone

+16063260203

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