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



Structure Funds - Variable Annuity - Interval Funds


Financial Planning

Traditional IRA - Roth IRA - SEP IRA - Simple IRA  - 401(k) Planning - 403 (b) Plans Broker Accounts



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.


What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.