BGSA Logo_NEW.jpg

about us

We meet with individuals and families to review their unique situation and provide options for planning that match their goals. We provide the education to help them navigate estate and financial, and tax planning. Additionally we provide resources in the areas of Medicare, Medicaid, Social Security, and Reverse Mortgages. We want to empower individuals and families through education so they can retain control by making informed decisions. 

For more information, please contact us at


A Kentucky Not for Profit Organization