Summary of Services
Blue Water Capital Management, LLC offers a variety of services to meet your needs. Here is a summary of our Introductory, Investment, and Financial Planning services:
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.
Personal College Planning Report
Learn about college costs and what financial aid may be available to you.
For those seeking professional investment management without custom needs.
For those seeking professional, custom-tailored investment management.
401(k) Plan Consulting
For small business owners looking to offer a 401(k) plan or improve an existing one.
For those with general needs in the beginning or middle of their working years.
Retirement Plan & Strategies
A detailed plan for those approaching, or already in retirement.
Advanced Financial Review
For those with more complex needs looking for a review of their entire financial picture.
Don’t see exactly what you’re looking for? Contact us to discuss your situation and see if we can help.