Pierce Financial Planning, Inc. - Lexington, Kentucky

Why Use Pierce Financial Planning?

Experience - Accountant, bank officer, controller, trust officer, stock broker and business manager are some of the areas included in our 35+ years experience. We offer advice on a wide range of topics to people from different financial backgrounds.
Objectivity and Independence - These two important traits allow us to review client circumstances and make recommendations without bias or preconceived agenda. There are no sales quotas, or any other conflicts of interest. We work solely for our clients, empowering them to make the best financial decisions possible.
Flexibility and Affordability - Our clients decide the quantity of work we do for them- from small questions to big projects. Many financial advising firms have requirements such as a minimum level of assets or minimum fee. This type of arrangement works well for wealthy clientele who need continuous, ongoing advice and can afford to pay an ongoing fee. At Pierce Financial Planning, our clients pay us a reasonable hourly fee only for the actual work when they need it. There are no minimum requirements. Some of our clients "check in" with us periodically as with their doctor or dentist; others utilize our service more routinely throughout the year for investment performance monitoring, etc. Either way, the choice is yours.