Are you a part of the club?

FRIENDS OF THE BLUE FAMILY

Friends Of The Blue Family

is an exclusive club made up of clients who support us through introductions to their friends, family, and coworkers who may be seeking financial planning guidance.

Membership has its perks.

As a token of our appreciation, members are celebrated at a special invite-only event held each year.

Are you part of the club?

Friends of the Blue Family is an exclusive club made up of clients who support us through introductions to their friends, family, and coworkers who may be seeking financial planning guidance.

Membership has its perks.

As a token of our appreciation, members are celebrated at a special invite-only event held each year.


Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).

Blue Financial, Inc. & JWCA are unaffiliated entities.

Ready to join the club?

Step 1

Simply provide us with the name and contact information of a friend or family member who may need our services.

Step 2

We will reach out to introduce ourselves and see how we may be able to help.

Step 3

Once we meet with your referral, you are officially in the Friends of the Blue Family Club. It’s that easy.

Ready to join the club?

Step 1

Simply provide us with the name and contact information of a friend or family member who may need our services.

Step 2

We will reach out to introduce ourselves and see how we may be able to help.

Step 3

Once we meet with your referral, you are officially in the Friends of the Blue Family Club. It’s that easy.

Who would be a fit?

We’re able to work with individuals in different stages of the financial planning process, but a few that come to mind are:

Retirees or ones close to retirement.

Individuals not satisfied with their current investments.

Those concerned about outliving their money.

Anyone dissatisfied with their current financial professional.

Someone who may be recently divorced or widowed.

Those who want to invest wiser, minimize taxes and maximize income.

Individuals or families in need of Social Security guidance.

Who would be a fit?

We’re able to work with individuals in different stages of the financial planning process, but a few that come to mind are:

Retirees or ones close to retirement.

Individuals not satisfied with their current investments.

Those concerned about outliving their money.

Anyone dissatisfied with their current financial professional.

Someone who may be recently divorced or widowed.

Those who want to invest wiser, minimize taxes and maximize income.

Individuals or families in need of Social Security guidance.


Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).

Blue Financial, Inc. & JWCA are unaffiliated entities.


Become a member of Friends of the Blue Family!

Friend of Blue Membership Form

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