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.
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.
WHY CHOOSE US?
- Independence: As an independent firm, we can find the best products and services for our clients. There is no affiliation with any brokerage firm, insurance company or bank.
- Fee-Only: We do not receive any commissions or other fees from vendors, so there is no incentive to sell you unnecessary or higher cost products.
- Resources: As a member of the Garrett Planning Network, we have access to the knowledge and experience of over 300 like-minded financial advisors and industry professionals.
- Retirement Planning and Goals Analysis
- Education Planning
- Estate Planning Recommendations
- Insurance Review
- Debt and Cash Flow Management
- Tax Planning
- Investment Management