Bluegrass Financial Planning, LLC (BFP) is a Fee-Only financial planning and investment advisory firm with meeting locations in the Louisville, KY and Bowling Green, KY area. BFP is a group of independent financial advisors providing financial planning services and investment management. We provide services to a diverse client base, from young professionals to retirees.
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. Thus, 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
Those approaching retirement want to ensure they have saved enough as they prepare for the next phase of their life. We help you plan so that your savings will match your cash flow and income needs for retirement.
The distribution phase can be challenging as retirees face many questions on how to best use their nest egg for an income stream for retirement. We help you put a strategy in place that safely utilizes your portfolio assets in the most tax efficient manner to maintain your lifestyle and provide you with financial peace of mind. Our social security optimizer will help you determine when to take your benefits to maximize cash flow.
Busy schedules can make it difficult to find the time to plan for your financial future. Are you saving enough for retirement and your child’s education? What other financial goals do you have and what steps can you take now to be in a position to meet those goals? How should you invest within and outside of your company retirement plan? Young clients can benefit from a comprehensive financial plan to make sure they are doing everything they can to take charge of their finances and prepare for the future.