INVEST WISER | MINIMIZE TAXES | MAXIMIZE INCOME
We specialize in helping you plan for and enjoy your retirement years without the worry of outliving your money.
*Advisory Services offered through Blue Wealth Inc (BWI).
Blue Financial, Inc. & BWI are affiliated entities.
We are financial advisors based in Charlotte, NC who specialize in helping you prepare for the retirement you deserve. You've worked hard to accumulate and save for retirement. We'll help you build a sound strategy to ensure you won't run out of money or overpay in taxes.
We are held to a higher standard, and we're proud of that! Your satisfaction is our #1 priority.
We are held to a higher standard, and we're proud of that! Your satisfaction is our #1 priority.
Charlotte-based retirement planners and wealth management professionals specializing in helping those over age 50 prepare for and enjoy retirement. We help clients all over the U.S. with the following:
Have confidence knowing your investments stay with established institutions.
*Advisory Services offered through Blue Wealth Inc (BWI).
Blue Financial, Inc. & BWI are affiliated entities.
After observing the philosophy at large investment firms, we noticed a huge problem. People were underprepared for retirement and didn't have a plan to ensure they wouldn't outlive their savings or pay too much in taxes. These firms were solely focused on growing their assets, not preserving them and creating a reliable income stream in the distribution phase of retirement.
That's why we founded Blue Financial, Inc. nearly ten years ago. We ask the right questions and address the big issues to help design a holistic financial plan for you that you can count on now and in the future.
Together, we’ll walk through each step of the process to build a sound financial and retirement plan focused on achieving your goals because that’s the only benchmark that matters.
*Advisory Services offered through Blue Wealth Inc (BWI).
Blue Financial, Inc. & BWI are affiliated entities.
After observing the philosophy at large investment firms, we noticed a huge problem. People were underprepared for retirement and didn't have a plan to ensure they wouldn't outlive their savings or pay too much in taxes. These firms were solely focused on growing their assets, not preserving them and creating a reliable income stream in the distribution phase of retirement.
That's why we founded Blue Financial nearly ten years ago. We ask the right questions and address the big issues to help design a holistic financial plan for you that you can count on now and in the future.
Together, we’ll walk through each step of the process to build a sound financial and retirement plan focused on achieving your goals because that’s the only benchmark that matters.
WORKING TOGETHER TO ACHIEVE YOUR FINANCIAL AND RETIREMENT GOALS
This is where we get to know each other to make sure we're a good fit and also to learn about your retirement goals.
Based on your current needs and future goals, we'll create a comprehensive plan based on your personal situation.
We'll meet to review your plan, answer questions and make any necessary adjustments based on your feedback.
We'll put our plan in place and meet regularly to assess and make any necessary changes.
*Advisory Services offered through Blue Wealth Inc. (BWI)
Blue Financial, Inc. & BWI are affiliated entities.
WORKING TOGETHER TO ACHIEVE YOUR FINANCIAL AND RETIREMENT GOALS
This is where we get to know each other to make sure we're a good fit and also to learn about your retirement goals.
Based on your current needs and future goals, we'll create a comprehensive plan based on your personal situation.
We'll meet to review your plan, answer questions and make any necessary adjustments based on your feedback.
We'll put our plan in place and meet regularly to assess and make any necessary changes.
Charlotte-area Financial Advisors, Austin Powell and Alex Calott, co-founders of Blue Financial, promote community engagement with support of Second Harvest Food Bank of Metrolina and their mission to eliminate hunger and food insecurity.
If you start taking Social Security benefits before your full retirement age and decide to continue working, you need to understand how the earnings test works.
Have a question? We are here to help. Send us a message and we’ll be in touch.
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Call Us:
704.302.1141
All Rights Reserved | Blue Financial Inc.
Have a question or comment? Let us know.
Call Us:
704.302.1141
All Rights Reserved | Blue Financial Inc.
Blue Wealth Inc. (BWI) is a registered investment adviser located in Charlotte, NC. BWI may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. BWI's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of BWI's web site on the Internet should not be construed by any consumer and/or prospective client as BWI's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by BWI with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of BWI, please contact the state securities regulators for those states in which BWI maintains a registration filing. A copy of BWI's current written disclosure statement discussing BWI's business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from BWI upon written request. BWI does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BWI's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance services are offered and sold through Blue Financial, Inc. and individually licensed and appointed insurance professionals. Blue Wealth Inc. & Blue Financial, Inc. are affiliated entities.