Why Blue Water Financial

For us, it’s not a race for your money but a journey toward investing with confidence. 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

 

Investment Planning

Structure Funds - Variable Annuity - Interval Funds

 

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

default blog image

A Guide to Pensions & Retirement Benefits

Jason La Vigne |
Categories
Retirement
Investments
Tax Planning
How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits. 1 That may not seem like a big deal, but it can give rise to all sorts of landmines in the future, possibly derailing your retirement plans and goals. It could also impact your quality of...

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Jason La Vigne |
Categories
Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.