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Amy Smith Harper, CFP®

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  • Amy Smith Harper, CFP®
    535 Wellington Way Ste 260 Lexington, KY 40503-1388 D: 859.252.2780 F: 859.252.2740
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Setting your team up for success in retirement
Offering a retirement plan to employees benefits both you and them.
Business Ownership
Succession planning: Dos and Don’ts
Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.
Business Ownership
Read
Read
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
The triumphs and pitfalls of franchising
Business ownership can be one of the most rewarding career endeavors you pursue, both financially an...
Business Ownership
Making a nonfamily successor the head of the family business
Setting expectations and redefining roles can ease a leadership transition.
Business Ownership
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6 questions to ask your CPA

For business owners, effective tax planning involves understanding the current tax rates and rules and using them in a way that best suits your specific situation. Asking these questions can help you maximize tax efficiency today and prepare for potential changes .

Business Ownership
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Leveraging your digital presence for business growth
How to harness the power of your online footprint to engage current and prospective customers.
Business Ownership
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You've inherited a business. Now what?
It’s a financial and emotional journey. Here’s where to start.
Business Ownership
Should you franchise your business?
Learn what makes a good franchisor and how to get started.
Business Ownership
Why 15 minutes of mentorship has game-changing potential
75% of executives say mentoring has been critical to their career development.
Business Ownership
Using securities-based lending to fund business growth
Invest in your business without disrupting your investments.
Business Ownership

A breadth of services to serve a variety of needs

Connect with us
  • Amy Smith Harper, CFP®
  • 535 Wellington Way Ste 260 Lexington, KY 40503-1388
  • D 859.252.2780
  • F 859.252.2740
  • Map & Directions
  • Map & Directions

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Amy Smith Harper, CFP® is not a registered broker/dealer and is independent of Raymond James Financial Services.

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