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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.

  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 is an Investment Advisor Representative 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

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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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 (“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 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.