Bluegrass Legacy Planning offers financial planning covering investments, insurance, taxes, retirement, college, and debt. They also offer subscription services like business exit planning and legacy planning, which include regular meetings and document delivery. When giving retirement advice, Bluegrass Legacy Planning is legally required to act in your best interest.
Fee Structure
Bluegrass Legacy Planning offers subscription services for a monthly fee ranging from $750 to $5,000. These services may include business exit planning coaching, financial planning foundation coaching, and legacy planning. The subscription includes monthly accountability meetings, quarterly strategy sessions, and ongoing delivery of documents.
Bluegrass Legacy Planning offers financial planning services for a one-time fixed fee between $2,000 and $25,000, or an hourly fee between $250 and $500.