Thoroughbred Financial - Financial Advisor in Lexington, KY | WiserAdvisor.com

Thoroughbred financial is located in Lexington, Kentucky and has been serving our clients for over 40 years. We work with individuals and families to help achieve their financial goals through comprehensive financial planning, investment management, and insurance analysis. Contact us today to schedule your complementary consultation and begin your path to financial freedom!

Thoroughbred Financial

Al started his career in Financial Services in 1984. He has series 7, 24 and 63 security licenses and Kentucky Life and Health licenses. He has earned the Charter Financial Consultant, and Charter Life Underwriter designations. Al won the Outstanding Builder Award* for Sales Managers 3 years in a row from 92 to 94 and the President's Trophy for Agency Managers** in 2002 and in 2021. In 2019, Al won the American Award****, which acknowledges financial services professionals who best demonstrate a combination of business performance excellence, outstanding community service and commitment to family.  Al and his wife Debbie have one child, Kristen.

*This internal award was issued by Osaic FS to the top sales manager in the categories of production, growth, and recruiting. Al Wilson was a three-time recipient in 1992, 1993, and 1994 based on the previous years data.
**This internal award was issued by Osaic FS to the top agency manager in the categories of production, growth, and recruiting. Al Wilson was a two-time recipient in 2002 and 2021 based on the previous years data.
****This internal award was issued by Osaic FS in 2019 in recognition of Al's business performance excellence, outstanding community service and commitment to family. It was based on his entire career and lifetime service.

Kristen Holds a Bachelor of Business Administration in finance and marketing as well as a Master of Business Administration from the University of Kentucky.

While attending the University of Kentucky, she was on the swim team and served as captain her senior year. In the summers of 2012 and 2016 she competed at the Olympic Trials. 

Kristen has incorporated the work ethic and dedication that she learned from swimming into her financial planning practices. She focuses on providing her clients with comprehensive financial planning tailored to their individual needs. 

Kristen is an advisory representative with Osaic FS and holds her Series 6, Series 7, Series 63, Series 65, and Life and Health Insurance license. She is also a CFP<sup>&reg;</sup> Practitioner as well as a SmartVestor Pro.

We believe that a financial plan is the foundation every successful retirement begins with. Our planning process is fully comprehensive and unique to each individual. Whether the plan is centered on projecting income streams in retirement, investment management, insurance analysis, or tax strategies, we help you reach your goals and better understand what your retirement could look like. Please contact us today to receive your complementary consultation!

Retirement planning is critical to ensure you have the long, happy retirement that you deserve. Our process analyzes the projected income and expense flows of your retirement, painting a better picture of what your retirement will look like. We also help plan for life's unexpected events, making sure that your retirement is protected and secure.

At Thoroughbred Financial, we believe that everything revolves back to your financial plan and achieving your goals. One part of this is wealth management and managing your assets. We manage your assets and provide recommendations for you based on the comprehensive financial plan we designed together to build your dream retirement.

Thoroughbred Financial wants to not only help you build wealth, but preserve and protect it as well. Risk management is always top of mind for us, whether it be in managing your portfolio or reviewing your insurance coverage, we always want our clients to be adequately and appropriately protected.

About Thoroughbred Financial

General Information

Compliance

Qualifications & Membership

Compensation and Fees

Disclosures