Your Investments Mean More Here

Partner with a local, experienced financial advisor at Blue Grass Federal Investment Services (FFLIS). Together, we’ll create a path to meet your goals. Whether planning for retirement, saving for a new home or creating an estate plan, your money goes to work in our communities. It’s the mutual bank difference.

Blue Grass Federal Investment Services include:

  • Investment Planning
  • Risk Management Planning
  • Retirement Planning
  • Life and Legacy Planning
  • Estate Planning
  • Investment Products
  • Insurance Products
  • Business Products & Services

Meet with an Investment Advisor

Let’s create your financial roadmap to meet your goals.

Blue Grass Federal offers FDIC insured deposit products. FFL Investment Services offers access to brokerage and investment products which are NOT FDIC INSURED. Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers LLC.

* Not FDIC insured * May go down in value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency. Neither Cetera Investment Services nor Cetera Investment Advisers are affiliated with First Federal Lakewood or its related companies.

Explore Retirement Planning Options

Pay taxes now and not in retirement with a Roth IRA

Our Roth IRAs give you a range of investment options, including traditional savings accounts and CDs. Your retirement savings grow with money that’s already been taxed.

Earn tax-deferred savings with a Traditional IRA.

Traditional IRAs offer a wide range of investment options, including savings accounts and CDs. Your earnings are tax deferred, meaning you don’t pay taxes until you withdraw your funds.

Get Investment Insights 24/7

Start to understand the basics or upgrade yourself to expert level with our library of knowledge.

Retirement Income Estimator

What monthly income will your retirement savings provide? The number of years you’ll need it to last, the expected rate of return on your outstanding savings balance and the rate…

The “2K Rule” for College Savings

According to the investment firm Fidelity, the average family is on track to save only 29 percent of the total amount their child will need to pay for a college…

Comparing Your Financial Aid Offers

Financial aid offers make college possible for many students across the country. But not all are created equal. It is essential to make an apple to apple comparison when it…

College Savings Plan Options

You look at your paycheck, and then you look at the tuition and fees that even the most “affordable” state colleges and universities charge. You cannot help but panic. How,…

Expected Family Contribution

Expected Family Contribution, also known as EFC, tells you what your family should expect to pay for college tuition, fees and room and board. Your family’s financial condition and health…

Retirement Account Withdrawal Strategies

Like most things in life, retirement fund withdrawals should be carefully planned to maximize your assets and get the most mileage from your retirement funds. Of course, the first act…

Save for Retirement

Saving for retirement can be a challenging task. The starting point for any retirement planning is an understanding of what your retirement needs will be. Once you’ve done that, you’ll…