Our Services


Blue Water Financial, LLC and its President and CEO Jason M. La Vigne, a trained, licensed Certified Financial Planner™ practitioner, serving individuals and businesses in all areas of financial management, including:

  • Retirement planning

    Maximize your employer-sponsored retirement plans and IRAs. Determine how much you need to retire comfortably. Manage assets before and during retirement.
  • Investment Planning

    Determine your asset allocation needs.  Help you understand your risk tolerance. Recommend appropriate investment vehicles to help you reach your financial goals.
  • Estate Planning

    Design strategies to preserve your estate for your heirs to potentially reduce exposure to estate taxes and probate costs. Coordinate with tax and legal advisors. 
  • Insurance Planning

    Review existing insurance policies. Recommend policy changes, if and when appropriate. Find the best policy for you.
  • Education funding

    Recommend investment and accumulation strategies to help you pay for your children's education.

Blue Water Financial, LLC can help you get answers to your most pressing financial planning questions:

  • How can I get the most from my investments?
  • Am I saving enough to live comfortably in retirement?
  • How can I reduce my exposure to risk?
  • What options to I have to reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have the right amount and type of life insurance?
  • What is the best way to save for college?