Kentucky • Community • Confidence

Planning for tomorrow. Caring for today.

Personalized retirement and insurance guidance, rooted in the community we serve.

Welcome to Bluegrass

Retirement planning with a personal touch

At Bluegrass Community Retirement & Planning, we believe thoughtful preparation begins with a conversation. We help Kentucky individuals and families explore retirement, income, insurance and senior-care considerations with clarity and compassion.

How we can help

Our Services

Retirement Planning

Discuss your goals, retirement timeline and potential next steps.

Annuities & Income

Explore insurance-based retirement income options and their tradeoffs.

Life Insurance

Understand protection options for the people who matter most.

Pension & Federal Retirement Guidance

Get help identifying questions and considerations for pension and federal retirement decisions.

Roth Conversion Education

Learn about conversion considerations and when to consult a qualified tax professional.

Senior Care Navigation

Find supportive guidance for families evaluating care needs and resources.

Meet the team

Community-focused. People-first.

Sierra Jones

DIRECTOR OF RETIREMENT & INSURANCE SOLUTIONS

Licensed insurance broker • FRC® certified

Mariah Morgan, LPN

DIRECTOR OF SENIOR CARE & CLIENT SERVICES

Supporting families through client service, education and senior-care navigation.

Let's connect

Request a free consultation

Tell us a little about what you're looking for, and our team will follow up to discuss next steps.

Email: bluegrasscommunityretirement@gmail.com

Please do not include Social Security numbers, account numbers, health records, or other sensitive personal or financial information.