Louisville Greensboro Chicago

Individuals / Families

We believe that trusted partnerships are the foundation to providing financial assurance to the individuals and families we serve.


Financial Planning

One very important financial planning element that is so often overlooked – your non-financial goals. A key part of Bluegrass’ planning process is helping you identify your long-term financial AND non-financial goals. Bluegrass carefully considers all lifestyle, philanthropic, career, retirement, and legacy related goals when making recommendations and creating a sound financial plan.
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