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Blue Water Financial. Saving the Investor One Step at a Time.

1 Mountain Blvd, Suite 201
Warren, NJ 07059
Phone:
  • 908.731.6150
Fax:
  • 908.834.8437

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Calculators

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Jason M. La Vigne, CFP®

 

 

 

 

 

Blue Water Financial, LLC, is a full-service, independent financial planning firm specializing in investor coaching, retirement planning and estate conservation. Offering all of the resources of a large firm through its affiliation with Triad-Advisors, Blue Water Financial remains nimble and client-oriented. 

We recognize that selecting the right financial coach can be difficult. To help ensure that we are the right fit, we offer a no obligation consultation to assess if we are the right firm to help you meet your financial goals.  We pride ourselves on client education and making the complicated, uncomplicated so that you can make the most informed decisions for your financial future.

      We adhere to the Certified Financial Planner Board of Standards, Inc. (CFP Board) financial planning process, which includes:

  • Establishing and defining the client-planner relationship
  • Gathering client data, including goals
  • Analyzing and evaluating the client's financial status
  • Developing and presenting financial planning recommendations and/or alternatives
  • Implementing financial planning recommendations
  • Monitoring financial planning recommendations

      Call 908.731.6150 or e-mail at lavigne@bluewaterfinancialllc.com today to schedule your free consultation.   

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck