Summary of Services
Blue Water Capital Management, LLC offers a variety of services to meet your needs. Here is a summary of our Financial Planning and Investment Services.
A detailed retirement and income plan for those already in retirement, or considering retirement within 3 years .
For those who are 3-15 years away from retirement who would like a review of their entire financial picture.
Throughout the year we offer a limited number of investment consultations and portfolio reviews.
$220/hour with a 2.5-hour minimum ($550)
Contact us for availability
For those seeking completely custom-tailored professional management of their investment portfolio.
Compare your investment portfolio vs. a professionally designed one.
"Big Picture" Retirement Review
Explore the impact of various factors on your retirement goals and sustainability.
401(k) / 403(b) Plan Allocations
Asset allocation guidance for your employer’s retirement plan.
Don’t see exactly what you’re looking for? Contact us to discuss your situation and see if we can help.