Blue Financial, Inc. is an independent advisory firm serving clients throughout North Carolina and the Southeast. We have developed our business by pursuing, nurturing, and maintaining close, trusting relationships with each of our clients.
Serving North Carolina and the Southeast, Blue Financial Inc.'s mission is to co-architect a blueprint with each client, based on their individual financial goals. By fostering a family environment through transparency and education, we strive to build long-lasting relationships with our clients.
Our firm offers the following financial products and services: retirement income strategies, wealth accumulation initiatives, asset protection, annuities, life insurance, tax minimization strategies, IRA and 401(k) rollovers, and estate planning.
Alex Calott is a wealth advisor and partner at Blue Financial. He met his co-founder, Austin, at age 15 when the two were opponents in the finals of a regional tennis tournament in Mobile, Alabama. As Alex recalls, “Austin got the best of me..."
Austin is the Director of Operations and Partner at Blue Financial. He continues the family tradition of working in the financial services industry by following in the footsteps of his father and grandfather who’s professional history...
Beck is a Wealth Adviser and Vice President for Blue Financial. He has played an integral role since the company’s inception. Always putting the client first, it is Beck’s mission to make them feel like a member of his own family.
Bio coming soon!
Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.
Hope is not a very reliable strategy, so if you want to own your future, you must begin to plan for retirement...today.
We want to help. Please contact us by filling out the form below, or by calling us at 704-302-1141.
We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path towards owning your tomorrows.
"Your Retirement Playbook:
Lessons on Retiring Strong”
Enter your name and email address below to request your free copy!
The logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.
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