WHAT SETS US APART

YOUR BEST INTEREST

The advisors at Bluegrass are dedicated to providing clients fiduciary financial advice along with educating them with the knowledge to understand where their money is going and what it will be doing for them.

SAVING YOU TIME

With our unique expertise, we collaborate with your respective tax and law professional for a holistic approach to fully aide in all of your financial, tax, and estate planning needs.

STRAIGHT FORWARD APPROACH

Having a plan and knowing your plan empowers you to have the 'reason behind the why' allowing our relationship to flourish for years to come.

Retirement Income

How confident are you that your money will not only provide but out last your retirement?

Savings and Goals

Are you saving for a goal? We will customize a plan to get you there.

Risk Management

Do you need an expert to help anticipate the unexpected?

Debt Management
Cash
Flow

Are you building up your Emergency reserve?  Typically consists of 3-6 months fixed expenses taking into account upcoming expenses.

Legacy Planning

Are you maximizing your assets to your heirs? 

Are you confused on how and what to pay off first?