Financial Planning for Retirees & Pre-Retirees With $1.25M+ Investment Portfolios.
We specialize in comprehensive retirement planning and personalized investment management for retirees and those approaching it—helping you enjoy a confident, fulfilling retirement, minimize taxes and preserve wealth.
When You Have Retirement Questions Like These:
Do I have enough to reach my retirement goals?
Will my money last for the rest of my life?
Do my investments align with all my goals?
How can I get steady income from my assets?
When should I take my social security benefits?
What can I do to minimize taxes in retirement?
What if the stock market drops when I retire?
How will health care affect my retirement plan?
Turn to a Trusted Advisory Firm Who Checks All The Right Boxes:
We run our practice our way, not how a Wall Street firm wants us to. It allows us the freedom to provide better service, more competitive pricing, and control growth to take care of current clients.
No commissions, no referral fees or any other sort of kickback. Not to be confused with “fee-based” (fees and commissions), which most advisors are.
As fiduciaries, we must act in your best interest by avoiding conflicts of interest, being transparent about fees, and giving advice with loyalty, prudence, and care.
As CERTIFIED FINANCIAL PLANNER professionals, the Blue Water team holds themselves to a high level of professional training, ethics and accountability
Over 35 years of combined experience as financial advisors. Blue Water has been an independent, fee-only, fiduciary financial advisory firm since its founding in 2003.
Our priority is our existing clients, so we limit the number of new clients we work with. Our boutique approach ensures higher-level service and personal attention.
We Help Turn Big Decisions Into One Clear Plan
Wealth Management is the combination of ongoing comprehensive planning and investment management.
We specialize in helping retirees and pre-retirees with investment portfolios of $1.25M+ turn complex financial planning—such as retirement income strategies, tax planning, investment management, and legacy considerations—into a well-defined, actionable plan.
Ready To Take The First Step?
No pressure or commitments–just a quick call to see if we’re a good fit for your situation.
Our 4-Step Process
We’ll help craft a meaningful plan that provides you with both confidence and clarity for your financial future.
Intro Meeting
Schedule your 30-minute initial phone call to see if we’re a good fit for your needs.
Take The First StepDiscovery Meeting
During this 1-hour meeting (in-person or Zoom) we’ll dive into your financial situation, goals and concerns, and review the details of our services and what you can expect.
Plan Assessment
We’ll meet again to interactively review your retirement plan, portfolio, tax strategies, and other aspects. We’ll provide our advice in a clear plan, outlining specific steps & timelines.
Ongoing Guidance
We help implement your plan and investment portfolio as you transition to our client family, where we provide ongoing guidance and proactive portfolio monitoring and management.
Partnered With
