Scott Kline Registered Financial Consultant

Scott Kline Registered Financial Consultant In accordance with the US Securities and Exchange Commission rules, a "Like" should not be interpreted as an endorsement of the firm or its advisors.

I am the co-founder and President of Albrite Financial Group, a financial planning firm in Frankfort, Kentucky. Our team helps our clients achieve a “Work Optional Lifestyle” by implementing our trademarked process called “The Swing FORMula” This process focuses on how you handle (swing) in all aspects of your financial life. Focusing on your financial swing will provide a greater result than picking good investments. Tax efficiency; Protection; and Cost Reduction is key to achieving what is important to you. Having a strategy and a team to help keep you focused and on track provides "Peace of Mind"!

09/24/2026

Consider the following when creating an investing strategy for the long term.

09/22/2026

Prepare your portfolio — and your mindframe — for the ups and downs of the stock market.

09/17/2026

How will SECURE 2.0 affect your retirement plan?

09/15/2026

When you have two or more kids, it's usually a good idea to open a separate 529 plan account for each.

09/10/2026

So you are thinking about making a series of gifts protected from gift tax by the annual exclusion, or a large gift sheltered from gift tax by the applicable exclusion amount, but have concerns about losing access to the gifted property or its income if circumstances change. If you are married, one....

09/08/2026

Buffett’s value investing philosophy shows that you don’t need complex formulas or rapid trades to build wealth.

09/03/2026

A 403(b) plan is a popular type of retirement plan offered by public schools and tax-exempt employers.

Your monthly recap brought to you by Albrite Financial.
09/03/2026

Your monthly recap brought to you by Albrite Financial.

The latest issue of Market Month is available.

09/01/2026

This article offers an overview of 403(b) retirement savings plans.

08/27/2026

529 plans are a great way for parents or grandparents to make lump sum gifts for education.

Address

4 Hudson Hollow Road
Frankfort, KY
40601

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

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