Blue Advisors is a fee-only financial advisory firm founded to provide cost-effective, objective, personalized financial guidance to a limited number of Retirees and Millennials. For my entire working career, I have worked with successful families. 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 Millennials do not have large investment accounts and do not have many options to work with an experienced advisor at a reasonable cost. My monthly subscription-based financial planning program solves this problem. I will help you understand your entire financial life and create an actionable financial plan over a 6-12 month period.
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.