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

 

Investments

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

 

Insurance

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.

Blogs

Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial stability and independence before you can leave behind your day-to-day job in exchange for a more fulfilling path. This is where the increasingly-popular financial independence, retire early (FIRE) movement comes in. The basis of the FIRE movement is quite simple: Save and aggressively invest a large percentage of your...
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...