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. We even have Introductory services for those who would like to try us out first.
A detailed retirement and income plan for those already in retirement, or considering retirement within 3 years .
For those who are more than 3 years away from retirement who would like a review of their entire financial picture.
For those seeking professional investment management with some personalization.
For those seeking completely custom-tailored professional investment management.
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.