Thoroughbred Financial

Thoroughbred Financial An OSJ agency servicing independent investment and insurance professionals. See website for disclosures: www.tbredfa.com

Securities and investment advisory services offered through Osaic FS, Inc., member FINRA/SIPC. Osaic FS is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FS.

Reminder: Thoroughbred's office will be closed for the observance of Labor Day on Monday, September 7th. 2026!
09/04/2026

Reminder: Thoroughbred's office will be closed for the observance of Labor Day on Monday, September 7th. 2026!

They don't always close deals, but they do steal hearts! Happy National Dog Day! 🐾Drop a photo of your pup in the commen...
08/26/2026

They don't always close deals, but they do steal hearts! Happy National Dog Day! 🐾

Drop a photo of your pup in the comments; we want to meet them!

🐶

❓Have you had a major life event in the past few years: a marriage, a divorce, had children? You may want to review your...
08/20/2026

❓Have you had a major life event in the past few years: a marriage, a divorce, had children?

You may want to review your estate documents to ensure they continue to reflect your wishes.

With Vanilla, our advisors can assist clients by uploading their current documents to ensure the pathways and directives reflect their wishes!

Securities: Chris Cantrell [email protected] 859-254-6406 Ext 112
Life: Ronnie Holmes [email protected] 859-640-9716

A traditional will covers your physical assets, but what about your online footprint? Create a secure list of websites a...
08/18/2026

A traditional will covers your physical assets, but what about your online footprint?

Create a secure list of websites and passwords so your family can manage your digital estate.

Securities: Chris Cantrell [email protected] 859-254-6406 Ext 112
Life: Ronnie Holmes [email protected] 859-640-9716

Did you know?An estate strategy consists of more than a will. A comprehensive estate strategy may include a financial PO...
08/14/2026

Did you know?

An estate strategy consists of more than a will. A comprehensive estate strategy may include a financial POA, a healthcare POA, or an advanced healthcare directive.

Securities: Chris Cantrell [email protected] 859-254-6406 Ext 112
Life: Ronnie Holmes [email protected] 859-640-9716

The most commonly cited reason for not having a will is procrastination. Preparing an estate strategy can help you manag...
08/12/2026

The most commonly cited reason for not having a will is procrastination.

Preparing an estate strategy can help you manage surprises and dictate how your property is distributed.

August is National Make-A-Will Month. Take advantage this month and get started! Our advisors can now offer estate planning support; reach out today for more information!

Securities: Chris Cantrell [email protected] 859-254-6406 Ext 112
Life: Ronnie Holmes [email protected] 859-640-9716

Yesterday was National Book Lovers Day! 📖✨Swipe to see the books our Tbred family is reading, recommending, and can’t pu...
08/10/2026

Yesterday was National Book Lovers Day! 📖✨

Swipe to see the books our Tbred family is reading, recommending, and can’t put down! We have a little of everything!!

❓What is your favorite book of all time? Drop it in the comments!! 📚

📚

Today is National Book Lovers Day! 📖✨Swipe to see the books our Tbred family is reading, recommending, and can’t put dow...
08/09/2026

Today is National Book Lovers Day! 📖✨

Swipe to see the books our Tbred family is reading, recommending, and can’t put down! We have a little of everything!!

What is your favorite book of all time? Drop it in the comments!! 📚

📚

Only 32% of Americans have a will in place. Are you one of them, or are you missing a cornerstone of your estate strateg...
08/06/2026

Only 32% of Americans have a will in place. Are you one of them, or are you missing a cornerstone of your estate strategy?

📣 Advisors can now offer estate planning support to clients through Vanilla. Our staff will assist in setting up the invitation and document delivery!

Interested in offering this service to your clients? Contact us today!

Securities: Chris Cantrell [email protected] 859-254-6406 Ext 112
Life Insurance: Ronnie Holmes [email protected] 859-640-9716

🎉🥳 Please join us in welcoming Abbey! 🥳🎉She joined Thoroughbred Financial this August and is currently pursuing her Bach...
08/04/2026

🎉🥳 Please join us in welcoming Abbey! 🥳🎉

She joined Thoroughbred Financial this August and is currently pursuing her Bachelor's degree in Business Administration with a concentration in Human Resources. In her free time, she enjoys live music and spending time with her friends and family!

We are so excited to welcome Abbey to the Tbred family! ✨

Address

3217 Summit Square Place #200
Lexington, KY
40509

Opening Hours

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

Telephone

+18592546406

Website

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