KB&P Financial Partners

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KB&P Financial Partners KB&P Financial Partners is a financial planning firm passionate about helping clients live their life

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org/www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Market ups and downs can be uncomfortable, especially when headlines make every move feel urgent. Before reacting, remem...
10/15/2026

Market ups and downs can be uncomfortable, especially when headlines make every move feel urgent. Before reacting, remember why you invested in the first place. Your long-term goals shouldn’t necessarily change because of a short-term headline.

Feeling uncertain about your investments? Start a conversation with our team at yourfinancialteam.com.

Scammers are getting better at making emails, texts and calls look legitimate. If someone unexpectedly asks for money, a...
10/11/2026

Scammers are getting better at making emails, texts and calls look legitimate. If someone unexpectedly asks for money, a password or financial information, slow down. Verify the request through a trusted source before taking action.

See something suspicious? Stop. Check. Then act. Share this reminder with someone you care about.

The Navistar buyout transition is resulting in a lot of questions for employees in the Clark County community, especiall...
10/05/2026

The Navistar buyout transition is resulting in a lot of questions for employees in the Clark County community, especially about what to do with their 401(k) plans.

Before making a move, understand your options. KB&P's local, independent financial advisors can help you evaluate what makes sense for your retirement savings and long-term goals.

Schedule a complimentary consultation today:

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What is tax-loss harvesting?It’s a strategy that involves selling certain investments at a loss to potentially offset ca...
10/05/2026

What is tax-loss harvesting?

It’s a strategy that involves selling certain investments at a loss to potentially offset capital gains and manage your tax liability. It isn't right for every situation, which is why your overall investment strategy should come first.

Have questions about your investments? Start a conversation with our team at yourfinancialteam.com.

October may feel early to think about year-end taxes, but some financial decisions need to happen before Dec. 31. Now is...
10/01/2026

October may feel early to think about year-end taxes, but some financial decisions need to happen before Dec. 31. Now is a good time to review your retirement contributions, charitable giving and other potential tax-planning opportunities with your financial and tax professionals.

Don’t wait until December. Schedule your year-end financial review at yourfinancialteam.com.

What's one financial task you keep putting off?Increasing your retirement contribution? Reviewing insurance? Updating yo...
09/28/2026

What's one financial task you keep putting off?

Increasing your retirement contribution? Reviewing insurance? Updating your estate plan?

Pick one thing and take the first step this month.

What's sitting on your financial to-do list?

Got a raise but still wondering where your money goes?You may be experiencing lifestyle creep, when spending gradually i...
09/23/2026

Got a raise but still wondering where your money goes?

You may be experiencing lifestyle creep, when spending gradually increases along with your income.

The next time your income increases, consider increasing your savings or retirement contributions before increasing your spending.

When did you last review your estate plan?Marriage, divorce, a new child, retirement and other life changes can all be r...
09/18/2026

When did you last review your estate plan?

Marriage, divorce, a new child, retirement and other life changes can all be reasons to revisit your documents and make sure they still reflect your wishes.

There are four months left in 2026. How are those financial goals looking?September is a great time to check your progre...
09/14/2026

There are four months left in 2026. How are those financial goals looking?

September is a great time to check your progress, revisit your priorities and tackle anything you've been putting off.

You don't have to wait until January to make a change. A few adjustments now can help you finish the year strong.

Your paycheck isn't the only benefit you receive from your job.Retirement matches, HSAs and insurance benefits can all p...
09/09/2026

Your paycheck isn't the only benefit you receive from your job.

Retirement matches, HSAs and insurance benefits can all play a role in your financial picture. Are you taking full advantage of what's available to you?

Take time to understand your benefits and how they fit into your bigger financial goals.

Address

49 East College Avenue, Suite 200
Springfield, OH
45504

Opening Hours

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

Telephone

+19373908750

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