Welcome to Bluegrass Financial Planning

Bluegrass Financial Planning is a fee-only, Registered Investment Advisory firm providing objective financial planning services, regardless of net worth or income.  

We serve clients from all walks of life who are looking for unbiased, professional advice and help with developing a financial plan that meets their goals and objectives.

Some questions we can help you with...

  • When will I be able to retire and how much will I need?
  • How can I save for my child's education?
  • What are my options for when to take social security?
  • Will my savings last through retirement?
  • How can I pay off my debt and live within a budget?
  • Am I saving enough to achieve my goals?
  • Which investments should I choose in my retirement plan?

Why choose Bluegrass Financial Planning?

As an independent firm, we are free to choose the investment options that are best suited to your goals. In addition, as a fee-only firm we do not collect commissions from the investments we recommend for you.

Let Bluegrass Financial Planning provide you with competent objective advice on your terms!

Comprehensive Financial Planning

We help individuals and families focus on achieving their goals in all areas of your financial life: retirement planning, investment management, education planning, budgeting, tax planning and more. Our comprehensive plan will evaluate your current financial position and help you create a plan to give you confidence in achieving your goals.

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Investment Management

For those clients who prefer ongoing investment management, we provide a customized approach based on each individual's risk tolerance, time horizon, objectives and cash flow needs. Our goal is to take the load off your shoulders, while also keeping you informed of what is occurring with your investments.

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By using our firm, you have the flexibility to choose what type of service is best for your goals. If you just need advice for a specific financial issue such as retirement planning or planning for a child's education, then a plan can be tailored for your specific needs.

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