It can be difficult to make financial decisions without access to the right information. We're committed to helping you make informed decisions about your financial future.
At Blue Financial, we hold informational seminars for our clients and the greater community that feature information on specific topics, such as retirement income planning and wealth preservation. Often, our seminars include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.
We are an independent financial services firm helping individuals create retirement strategies that custom suit their needs and objectives.
Location: Ruth's Chris Steak House
Address: 6000 Fairview Rd., Charlotte, NC 28210
An informative workshop designed to empower women by providing them with the information needed to secure their financial future.
Location: Brio Coastal Bar & Kitchen
Address: 4720 Piedmont Row Dr., Charlotte, NC 28210
Retirement lifestyle is in you hands. Please allow us to present some ways you can own all your tomorrows, by attending an upcoming complimentary dinner seminar.
Fill out the information below to register for an upcoming dinner event.
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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.