Why Blue Water Financial

For us, it’s not a race for your money but a journey toward investing. Traditional ways of investing like stock picking are forms of gambling and speculating with your money. We help our clients chart a new path forward that includes empirically tested Nobel Prize winning research. If you are looking to get off the roller coaster of investing and do it with supportive coaching, we can help!

About Us

We help our clients discover their true purpose for money, that which is more important than money itself.

Empowering families through education so they can discover the science of investing for themselves.

Coaching families on how to avoid the myths of investing which include stock picking, track record investing, and market timing.

Our Services



Structure Funds - Variable Annuity - Interval Funds


Financial Planning

Retirement Plans - Educational IRA - Traditional IRA - Roth IRA - SEP IRA - Simple IRA - Brokerage - Accounts - Tax Plans - 401(k) Planning - 403(b) - Planning - College Plans - Estate Plans - Profit Sharing Plans



Fixed Annuity - Fixed Index - Annuities - Disability - Income Insurance - Life Insurance - Long-Term-Care Insurance

Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.


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More Americans are retiring earlier than you might think Planning for retirement is without a doubt a long-term project that takes years of saving and adjusting to prepare for successfully. It certainly isn’t a fix it and forget it endeavor. But no matter how well you prepare or how diligently you save, the reality is that health issues, company downsizing, a worldwide pandemic, or simply personal preference may put you face to face with an...