Blue Financial, Inc. is an independent financial services firm serving clients throughout North Carolina and the Southeast. We have developed our business by pursuing, nurturing, and maintaining close 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, asset protection, annuities, life insurance, tax minimization strategies, and estate planning. Wealth accumulation & IRA and 401(k) rollovers are offered through Global Financial Private Capital, LLC.
Alex is a wealth advisor and partner at Blue Financial. He is also a nationally certified Social Security Advisor. 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...
Austin is a wealth advisor 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 financial professional 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”
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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 (“GFPC”). SEC registration does not imply a certain level of skill or training. Blue Financial Inc. and GFPC are not affiliated entities. Austin Powell at Blue Financial Inc. is registered as investment adviser representatives of GFPC with certain state securities divisions. The investment adviser representative receives compensation in exchange for soliciting investment advisory services provided by GFPC on behalf of Blue Financial Inc. clients. Additional information regarding the specific investment advisory services and products offered by GFPC can be found at GFPC’s separate website at http://gf-pc.com or within GFPC’s Form ADV Part 2A Brochure (also available on GFPC’s website) (the “Brochure”).
In addition to providing certain investment advisory services on behalf of GFPC as described on GFPC’s separate website or Brochure, Austin Powell associated with Blue Financial Inc. and Blue Financial Inc. itself may provide or offer to its clients certain other products or services outside GFPC’s supervision and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by Blue Financial and are not endorsed, provided, offered or supervised by GFPC or its affiliates.
This website (and its content within) is hosted and updated by Advisors Excel an independent, third party entity that is not affiliated with or controlled by GFPC. As such, GFPC does not control this website and is not responsible for the views and opinions contained herein, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content, and does not recommend or endorse any specific information herein.
This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide investment advisory or other services by GFPC. Nothing contained on this website constitutes investment advice or offers any opinion with respect to the suitability of any security, and the views expressed on this website should not be taken as advice to buy, sell or hold any security. An investment in a product or service described herein may not be suitable for all investors and should only be made on the basis of the relevant offering documents and their terms and conditions. If you base a decision on information contained on this website, you will be solely responsible for that decision. You should obtain relevant and specific professional advice before making any investment decision.