Financial Planning

Our role is to help our clients lead more financially secure lives. Blue Water is dedicated to helping clients define, work towards, and achieve their financial goals.

Whether you are concerned about building your assets, protecting your family, evaluating your retirement options, or planning for the security of someone you care about, we have the experience and training to help. We assist clients in the following areas:

  • Retirement / Financial Goals
  • Asset Management
  • Tax Planning
  • Cash / Debt Management
  • Estate Planning
  • Risk Management

We begin by discussing and understanding your financial goals. Our engaging and interactive process is used to develop and analyze multiple scenarios for you. Together we narrow it down to a plan that we are both comfortable with. Periodic follow-up, meetings and adjustments help keep you on track.

Investment Management

Blue Water portfolios are based on some of the most influential theories and research available. They are designed and implemented to be globally diversified, low-cost, and tax-efficient. Your customized portfolio forms the foundation of a successful investment plan.

Our entire philosophy revolves around our ACTION plan. We can't control the market, but there are certain aspects of investing that can be controlled and managed to improve your financial success.

(A) Asset Allocation
(C) Costs
(T) Taxes
(I) Inflows
(O) Outflows
(N) Nerves

Diligent and disciplined investment management is as important as ever. By concentrating on the things that matter and tuning out the noise, we can maneuver through volatile times and maintain a long-term perspective.

Fee Only