Our Firm

Planning your financial future can be a daunting task.  Will you outlive your money?  Are you confident that your financial plan has you on the path to financial security? 

Jason M. La Vigne, a trained, licensed Certified Financial Planner™ practitioner, and President and CEO of Blue Water Financial, LLC can help you navigate the seemingly endless array of financial planning options.  He will create a personalized plan that is designed with your unique long-term financial goals, objectives and risk tolerance in mind.

Some of the questions you might be asking include:  

  • How much money will I need in order to retire?
  • Do I need disability income insurance? Long-term care insurance? 
  • How can I ensure that my children receive as much as possible from my estate?
  • What is the right type and amount of life insurance for me?
  • What are the best investment tools for my individual needs?
  • Am I too young or too old to begin planning? 
  • How much money do I need to get started?

 

If you are interested in getting personalized attention from a firm that is focused on educating you so that you can make informed and financially sound decisions, Blue Water Financial, LLC is the right choice.