(919) 589-2528
Specializing in retirement planning and personalized investment management.
Menu
Home
About Blue Water
We Check All The Right Boxes
Independent
Fee-Only
Fiduciary
CFP® Professional
Client Focused
+
Blue Water Team
Service Areas
Apex
Cary
Durham
Fuquay-Varina
Garner
Holly Springs
Pittsboro
Raleigh
+
+
Wealth Management & Fees
Retirement / Financial Planning
What A Plan Includes
Planning Services
Elements of Financial Planning
Financial Goals
Social Security
+
Asset Management
Tax Planning
2021 Tax Rate Schedules
2021 Tax Limitations
+
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
+
Risk Management
Life Insurance
Disability Insurance
Long Term Care
LTC Policy Features
+
+
+
Investment Management
An Evolving Investment World
ACTION Framework
Core Portfolio Design
Goal-Based / Client-Based
Constraints
401(k) Investment Options
Taxes
Annuities
Company Stock
+
+
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
+
Enhanced Income
Asset Class Adjustments
Yield Focused Stock Funds
Closed-End Funds
Bonds: Higher Yielding
Income Ladder
+
Aggressive
Asset Class Adjustments
Tech & Thematic
Frontier Markets
Bonds: Increase Risk
+
Factor Investing
ESG / Personal Values
+
+
Advisory Fees
+
Working With Blue Water & Resources
What To Expect As A Client
What to Expect from Blue Water
Wealth Management FAQs
+
Client Access & Tutorials
Investing Ideas
Retirement Income Playbook
+
Contact
Initial Questionnaire
