relationships
for the long run
bluegrass financial partners
here to help with...
top concerns
from our high networth relationships
Our affluent and high network relationships have common and recurring concerns. We are aware of these pain points and are well equipped to handle and help. We translate complexity into a coordinated plan aligning with the top concerns listed below. You get clear recommendations, hands-on implementation, and ongoing stewardship so that your estate, tax, and investment strategy all stride in the same direction.
tax efficient income distribution
charitable impact planning
business owner liquidity & succession
asset protection & liability shielding
functional estate plan
Withdrawal order, Tax bracket management, QCD's (Qualified Charitable Distributions), Roth conversion opportunities
Bunching via donor-advised funds, appreciated asset gifts, QCD's, CRT's (Charitable Remainder Trusts) for lifetime income.
Pre-sale planning (QSBS/Qualified Small Business Stock review, installment/earn-out tax mapping), Buy-Sell Funding, Governance, Dynasty/ ILIT (Irrevocable Life Insurance Trust) integration
General Liability Limits, Rental Property Entity Segregation, Proper Asset Titling, Trust Design Guardrails
Coordination of Titling/Beneficiaries with Revocable Trusts, Trustee Distribution Standards, Successor Design, Portability Election Awareness
AMT/ISO Trap Awareness, Tax Efficient Selling, Diversification Schedule, Charitable Overlays, SBLOC's (Securities Backed Line Of Credit)
concentrated stock & equity comp unwinding
Ryan Snellen pictured here on his family farm in Hodgenville, KY
ABOUT US
Rooted in honesty, integrity, and wholesome care for our clients, Bluegrass Financial Partners is a privately owned financial services firm whose advisors specialize in advanced retirement strategies and estate planning. Founded in 2017 after our principle partner, Ryan Snellen CFP®, ChFC®, spent nearly 10 years in the corporate financial planning world. He realized he wanted to offer his clients a independent financial planning experience that is honest and empowers them with knowledge of what is happening with their money.
We operate with a no-nonsense approach to helping you achieve your goals.
ABOUT US
WHY THE NAME BLUEGRASS?
Ryan grew up in the heart of the Bluegrass state in Hodgenville, Ky on a dairy farm with his two siblings. He is no stranger to hard work whether it is physical labor or difficult strategic planning. Growing up he witnessed first hand how his family proved to be a self made success and provide sustainability for the family. Bluegrass Financial Partners is to embody the uniqueness of his upbringing and provide independent fiduciary advisement you deserve.
our mission
Bluegrass Financial Partners strives to profoundly impact and inspire one relationship at a time. We operate with a no-nonsense approach to helping you achieve your goals. For every dollar you earn we help you keep as much of that dollar as possible. We help grow your dollar, protect your dollar, take back the dollar, and help transfer that dollar to the next generation.