COVID-19 Alert: Blue Water Capital Management, LLC is still open during these stay-at-home orders. We are working from home offices and using remote meetings, but everything else is the same.
If you have concerns about the markets, or would like to have us look over your investments, please feel free to contact us.

Specializing in retirement planning and personalized investment management.

Schedule a Meeting

Please fill out our short questionnaire and give us a few times that are convenient for you. We will follow up within 1 business day.

The questionnaire should only take a few minutes. We appreciate your time as this information will help us run our meeting more efficiently.

Security: This form is submitted over a secure server and we do not ask for specific identifying information. If for some reason you are not comfortable with this, please use the PDF version of this form and use a more preferred delivery.

* Required


Less than $125,000
$125,000 - $250,000
Over $250,000

 
 

SUMMARY OF ASSETS (estimates are fine)

Bank Accounts:

Retirement Accounts:

Investment Accounts:


Other Major Assets / Debt:

 

Are there any other financial Goals that are important to you? (to not run out of money in retirement, maintain standard of living, retire at a certain age, education funding, leave a legacy etc.)

 

Retirement Planning
Lifetime Income
College Funding
Portfolio Allocation / Investments
Stock Options / RSUs
Real Estate / Business Interests

Cash / Debt Management
Life Insurance
Other Insurance
Tax Reduction
Wills / Trusts / Estate Planning
Philanthropy / Charitable Giving

My situation is not too complicated, I’d like a general overall financial plan
I’d like an overall financial / retirement plan, but my situation is more complex (large assets, stock options, RSUs, rental real estate, business ownership, estate planning issues)
I’m mainly interested in a retirement plan (here’s what I have and here’s what I’d like to do, will it work?, How do I make it last? Etc.)
Other

Investment Portfolio Services

I’d prefer professional investment management
I might want professional investment management
Unsure
I might want to invest myself
Defnitely want to invest myself


Please make sure you’ve filled in all required fields before submitting. If you do not get a “thank you for your submission” verification, please contact us