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Discover many of the opportunities available to help you plan for your financial future.

Blue Financial Services

At Blue Financial, we offer a wide range of financial planning and wealth management services focused on individuals who are in or nearing retirement. We pride ourselves on developing thorough, written retirement plans and "tracking, testing, & organizing" every aspect of your retirement, so that you can rest easy, knowing that your assets are protected and you will have enough money to last the rest of your life.

All of the financial services we offer fall under one of the five key areas of our Retirement Blueprint Process.

  1. Income Planning
  2. Investment Planning
  3. Tax Planning
  4. Health Care Planning
  5. Legacy Planning

Once we develop your plan, we will not stop there. Now, begins the journey.  We will be there to help you implement and manage your plan every step of the way for the rest of your life.

Austin Powell & Alex Calott are Investment Advisor Representatives with Investment Advisor services offered through Global Financial Private Capital, LLC.

Take the first step towards having the retirement you've always dreamed of! Click here to schedule a complimentary, no-obligation Retirement Blueprint Review.

Please do not put off future planning

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.

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Advisory services offered through J.W. Cole Advisors, Inc.

J.W. Cole Advisors, Inc. and Blue Financial are unaffiliated entities.

Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.

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