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Specializing in retirement planning and personalized investment management.
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About Blue Water
We Check All The Right Boxes
Independent
Fee-Only
Fiduciary
CFP® Professional
Client Focused
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Blue Water Team
Service Areas
Apex
Cary
Durham
Fuquay-Varina
Garner
Holly Springs
Pittsboro
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Wealth Management & Fees
Retirement / Financial Planning
What A Plan Includes
Planning Services
Elements of Financial Planning
Financial Goals
Social Security
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Asset Management
Tax Planning
2021 Tax Rate Schedules
2021 Tax Limitations
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Cash/Debt Management
Estate/Legacy Planning
What is an Estate Plan
Will
Living Trust
POA & Health Care Directive
Estate Planning Preparation
Estate Plan Mistakes
Philanthropy
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Risk Management
Life Insurance
Disability Insurance
Long Term Care
LTC Policy Features
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Investment Management
An Evolving Investment World
ACTION Framework
Core Portfolio Design
Goal-Based / Client-Based
Constraints
401(k) Investment Options
Taxes
Annuities
Company Stock
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Portfolio: Customizations
Defensive
Asset Class Adjustments
Defined Outcome Funds
Defensive Sectors
Low-Volatility Funds
Covered Calls
Hedging Strategies
Bonds: Default Risk
Bonds: Interest Rate Risk
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Enhanced Income
Asset Class Adjustments
Yield Focused Stock Funds
Closed-End Funds
Bonds: Higher Yielding
Income Ladder
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Aggressive
Asset Class Adjustments
Tech & Thematic
Frontier Markets
Bonds: Increase Risk
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Factor Investing
ESG / Personal Values
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Working With Blue Water & Resources
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What to Expect from Blue Water
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Form ADV Part 2A and 2B
