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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

KB&P Financial Partners

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Springfield, OH
KB&P Financial Partners

KB&P Financial Partners is a financial planning firm passionate about helping clients live their life

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org/www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business onl

y with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

05/29/2026

A 529 plan offers tax advantages, flexibility and long-term growth potential. But the real value goes beyond the account itself.

Families pay $11,610 per year on average in tuition and fees at public, in-state schools, according to the College Board, making it clear that planning ahead can make a meaningful difference.

Small, disciplined contributions over time can help reduce reliance on loans and preserve broader financial goals like retirement.

Learn more about how a 529 plan can fit into your financial strategy at calendly.com/yourfinancialteam.

05/27/2026

Please join us in welcoming our intern, Parker Sothard, to KB&P Financial Partners!

Parker is a Finance major at Wittenberg University and is from Springfield, Ohio. This summer, he is excited to learn more about financial planning and explore potential career paths after graduation. He also looks forward to meeting our clients and building connections, which is such an important part of financial advising.

Welcome to KB&P, Parker!

05/25/2026

On Memorial Day, we honor the brave individuals who gave their lives in service to our country. Their sacrifice will never be forgotten, and their legacy lives on in our freedom.

05/18/2026

Summer plans are starting to take shape. Travel, camps and family activities add up quickly.

A dedicated summer fund can help you enjoy it all without added stress. Take the first set by estimating your upcoming expenses and setting aside a fixed amount each month to prepare. Explore your financial future with a plan built for real life at calendly.com/yourfinancialteam.

05/14/2026

Incorporating philanthropy into your strategy allows you to support causes you care about while creating lasting impact.

From structured giving to long-term legacy planning, there are thoughtful ways to align your wealth with your values.

At KB&P, we help you give with intention and plan with purpose. Talk to a financial professional to explore your options at calendly.com/yourfinancialteam.

05/10/2026

Happy Mother's Day! Here’s to the amazing moms we have the privilege of working alongside.

Financial stability is one of the most meaningful gifts you can give your children. It starts with the habits they see and learn every day.

A few simple ways to begin:
• Talk about money in everyday moments
• Encourage saving for goals
• Show what thoughtful decision-making looks like

Your actions today can shape their future in powerful ways. Let us help you build a financial legacy for your family at calendly.com/yourfinancialteam

05/07/2026

Balancing work, family and finances can be difficult. At KB&P, we believe confidence is built step by step. With the right structure in place, you can spend less time worrying about money and more time focused on living your life.

Schedule an appointment to build a plan that works for you at calendly.com/yourfinancialteam.

05/04/2026

Your financial life plays a role in how you feel every day. Money stress can affect sleep, relationships and overall peace of mind. The goal is not perfection. It is progress.

Start small:
• Organize your accounts
• Build a simple emergency fund
• Create a clear plan for what comes next

At KB&P, we believe financial clarity supports a healthier, more confident life.

Schedule an appointment to take the first step at calendly.com/yourfinancialteam.

04/29/2026

Technology has made money management more accessible than ever.

Many younger investors use apps like Venmo or Robinhood for payments and investing. Others prefer platforms like Vanguard or Fidelity for long-term investing and retirement planning.

Different tools serve different purposes, but the goal is the same: staying organized and consistent with your financial goals.

What’s your go-to financial app?

04/24/2026

Life has a way of throwing the unexpected our way. That’s why an emergency fund is one of the most important parts of a strong financial plan.

A common guideline is to set aside 3-6 months of essential expenses in an easily accessible account. The goal is simple: create a financial cushion so unexpected events don't disrupt your long-term plans.

If you're unsure whether your safety net is where it should be, a review of your finances can help. Schedule an appointment to explore your financial future at www.yourfinancialteam.com/contact

Address

49 East College Avenue, Suite 200
Springfield, OH
45504

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+19373908750

Website

http://www.yourfinancialteam.com/

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