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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 age. 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. For a detailed explanation of each service, please click on the links below:

  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.

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

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.

Request Customer Care Needs Analysis
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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