Thoroughbred Financial

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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.

October is National Financial Planning Month, and we think that deserves more than just a post.✨All month long, we'll be...
10/08/2026

October is National Financial Planning Month, and we think that deserves more than just a post.

✨All month long, we'll be sharing what financial planning really looks like at Thoroughbred, from the tools and technology we use to the in-house support we provide our advisors.

Because every client deserves a real plan. And every advisor deserves a team that helps them deliver one.

Stay tuned. 👇

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

You’ve been on hold for 30 minutes. The music is still playing. You have three other clients waiting. Sound familiar?At ...
10/05/2026

You’ve been on hold for 30 minutes. The music is still playing. You have three other clients waiting.

Sound familiar?

At tbred, we make the calls so you don’t have to. When you need something handled with the home office or carriers, you reach us directly... no hold music.

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

Not all life insurance contracts are created equal, and your clients are counting on you to know the difference. Thoroug...
09/29/2026

Not all life insurance contracts are created equal, and your clients are counting on you to know the difference.

Thoroughbred Financial uses LifeTrends to benchmark premiums, cash values, and features in seconds.

Reach out to see it in action. 👇
Ronnie Holmes: [email protected] 859-640-9716

❓ Do you want to spend more time with family and friends? Want more time in front of clients? Take vacations and not wor...
09/29/2026

❓ Do you want to spend more time with family and friends? Want more time in front of clients? Take vacations and not worry about work?

If this is something you are interested in, contact us today!

Tbred offers back-office support and more, so that you are freed up to do the things important to you!

Life insurance rarely feels urgent until you need it. Here are four reasons it deserves a spot in your financial plan!If...
09/21/2026

Life insurance rarely feels urgent until you need it. Here are four reasons it deserves a spot in your financial plan!

If you're an advisor, this is a simple way to open that conversation with clients, and we're here to help you carry it through.

✨ Feel free to share this with clients to start the conversation; contact us for a direct link!

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

Life insurance is often framed as something you only think about "just in case."But for many people, it can be part of a...
09/18/2026

Life insurance is often framed as something you only think about "just in case."

But for many people, it can be part of a broader financial foundation, supporting both current flexibility and future considerations.

From how coverage works to what employer benefits actually provide, understanding the basics can make it easier to decide what fits your situation.

⭐
If you're an advisor, we handle the research and the paperwork so you can stay focused on the client. Let's talk about your next case.

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

September is Life Insurance Awareness Month. At its simplest, life insurance protects a family's future. For financial p...
09/09/2026

September is Life Insurance Awareness Month.

At its simplest, life insurance protects a family's future. For financial professionals, it protects client relationships too, building trust that lasts across generations.

With primary access to Lincoln Financial Group, 70+ carrier affiliations, and dedicated case management, Thoroughbred Financial gives independent advisors the scale and support to deliver.

Want to talk about what that support could look like for your business? Reach out today.

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

Happy Labor Day from the Thoroughbred Family!
09/07/2026

Happy Labor Day from the Thoroughbred Family!

When was the last time life insurance came up with your clients? 🤔September is Life Insurance Awareness Month, and it's ...
09/05/2026

When was the last time life insurance came up with your clients? 🤔

September is Life Insurance Awareness Month, and it's an easy conversation to put off.

Thoroughbred can help you have that conversation! Comparing options across every major carrier, managing the case from application to placement, and backing you with a team carrying 100+ years of experience.

Drop a 🏡 below or reach out to talk through a case!

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

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

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

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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