Financial Services
Serving You & Your Goals for the Future
Explore the comprehensive financial planning services offered by Kyrk Davis. From retirement planning to investment management and estate planning, Kyrk provides personalized options tailored to your unique needs and goals. Discover how he can help you identify financial options that best fit your needs.
What Kyrk Offers
Experience services tailored to your needs
As a trusted wealth advisor, Kyrk's mission is to empower his clients to navigate their financial journey with confidence and clarity. He understands that every individual's financial goals are unique which is why he offers a comprehensive range of services tailored to meet your specific needs.
Retirement Planning
Retirement planning services designed to help you build a secure financial future. From retirement income strategies to Social Security optimization, Kyrk helps you plan for the retirement you've always dreamed of.
Investment Strategy
Kyrk can work with you to create comprehensive financial plans that align with your goals, whether it's saving for retirement, purchasing a home, or building an investment portfolio. By analyzing income, expenses, assets, and liabilities, Kyrk helps clients make informed financial decisions and stay on track to achieve their desired financial milestones.
Legacy Planning
Kyrk works with you to develop a comprehensive estate plan that helps you understand your options while providing you information aimed at protecting your assets and legacy for future generations.
College Planning
Kyrk assists you in navigating the complexities of college expenses by developing savings strategies tailored to your needs. This may involve recommending tax-advantaged accounts like 529 Plans, evaluating financial aid options, structuring investments aimed to help cover educations costs, and helping to minimize tax implications.
Insurance Review
Kyrk conducts thorough reviews of your insurance coverage, including life, health, disability, and property insurance. By assessing coverage levels, premiums, and policy terms, Kyrk helps to ensure that clients have adequate protection against unforeseen events while seeking to optimize insurance costs and benefits.
Tax Management
Kirk employs various tax strategies aimed to help you minimize tax liabilities and maximize tax efficiency. This includes identifying tax-saving opportunities, implementing retirement account contributions, managing investment gains and losses strategically, and staying abreast of tax law changes to optimize clients' overall tax situation.
Let's Talk!
Whether you’re planning for retirement, investing for growth potential, or safeguarding your assets, Kyrk offers personalized solutions tailored to your unique goals.
(859) 219-1006
1792 Alysheba Way
Monday - Friday, 8:30 am - 4:30 pm
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1792 Alysheba Way, Suite 201
Lexington, KY 40509
Phone: 859.219.1006
Fax: 859.219.1012
Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 513.794.6794. Investment Advisory services offered through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal professional. Tax and/or legal advice is not offered by Kyrk Davis. Please consult with your tax professional for additional guidance regarding tax-related matters.