Home
About Us
Wealth Management Services
Resources
Events
Contact
Client Login
- Wealthscape Investor
- E-Money

Contact

Succession Wealth Planning

998 Governors Lane Suite 350

Lexington, KY 40513

Phone: 859-219-4337

Mon-Fri: 9:00 AM - 5:00 PM

Have A Question?

Name

Email Address

Message

Thank you! Oops!

Contact

Office: 859-219-4337

998 Governor's Lane

Suite 350

Lexington, KY 40513

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Succession Wealth Planning is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

Licensing information for SWP representatives can be found here.

CRN202405-179688

Online Privacy Policy | Legal Notices