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Let us help you take control

It’s never too late to take the first step or get a second opinion. If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.

Contact a Blue Financial Advisor

We invite you to come in for a complimentary Retirement Blueprint Process Review with an Blue Financial Advisor. In this informal, one-hour consultation, we'll provide you with the following:

1). A Retirement Income & Expense Analysis.   We'll review your potential income in retirement from social security and possible pensions, as well as your expected living expenses adjusted for inflation, to determine your ideal rate of return necessary on your portfolio in order for you to provide the income you need while protecting the principal for the future.

2).  A Portfolio / Mutual Fund Fee Analysis.   We'll complete a thorough review of the funds you own to determine if there are any unnecessary, hidden fees you may be paying.

3). A Portfolio Stress Test.  We will test your investment portfolio to see how it would perform in various hypothetical situations. Using our software, we can provide a detailed analysis about how your portfolio will react as different scenarios unfold in the world. Armed with this information, we can determine if your portfolio aligns correctly with your risk tolerance, especially as that tolerance changes when you enter your retirement years.

Here is what this meeting is not about:    It's not a high-pressure environment. We're not going to ask you to buy anything or commit to us in any way.

Instead, we're going to spend the time to get to know you and what your dreams are for retirement, and we're going to give you a chance to get to know us, so you can make a determination as to whether you'd benefit from having your own Retirement Blueprint Process plan customized for you.

Contact us today!

Phone: 704-302-1141
Fax: 833-830-3029
BlueTeam@blue-financial.com

5970 Fairview Rd
Suite 712
Charlotte, NC 28210

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser