Be prepared to live your dreams. With rising taxes, inflation, medical and insurance costs, decreasing social security benefits and a lost decade of the stock market, professional financial guidance is now more important than ever.

We believe that professional financial planning and education will help you achieve your goals and live the life you want.


Planning to fulfill your life goals is an ongoing and complicated process. Bourbon Financial Management ("BFM") will make your life easier by helping you take an objective look at all the financial facets of your life:


Retirement, savings, 401(k) and IRA
Real estate investments
Financial tune-up and debt reduction
Cash flow projection, taxes, life insurance
Inheritance and estate planning
Asset allocation and risk management