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 YOUR 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.
Have you protected your assets from uncle Sam?
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
Are you confused on how and what to pay off first?
Cash
Flow
Are you building up your Emergency reserve? Typically consists of 3-6 months fixed expenses taking into account upcoming expenses.
Legacy Planning
No matter what lane you are currently in, we will work together to get you to the finish line.
which lane are you in?
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
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Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: KY, FL, TN, MS, TX, OH Cambridge and Bluegrass Financial Partners are not affiliated. Cambridge does not offer tax or legal advice.