Blue Advisors is a fee-only financial advisory firm founded to provide cost-effective, objective, personalized financial guidance to a limited number of Individuals and Families. For my entire working career, I have seen what it takes to accumulate wealth and the discipline needed to maintain that wealth.
I understand the number one goal for Retirees is to not run out of money. I employ active investment strategies, help with tax planning, social security analysis, insurance needs and wealth transfer strategies.
Many Future Retirees do not have large investment accounts and do not have many options to work with an experienced advisor at a reasonable cost. I offer on-going, one-time and hourly financial planning. My fees are designed to make financial planning accessible to everyone.
I know taking the first step of engaging or changing a financial advisor can be intimidating and stressful. That’s why I have developed a simple process for us to get to know one another, share information in a secure manner and start the financial planning journey.