Are you a part of the club?
FRIENDS OF THE BLUE FAMILY
Friends Of The Blue Family
is an exclusive club made up of clients who support us through introductions to their friends, family, and coworkers who may be seeking financial planning guidance.
Membership has its perks.
As a token of our appreciation, members are celebrated at a special invite-only event held each year.
Are you part of the club?
Friends of the Blue Family is an exclusive club made up of clients who support us through introductions to their friends, family, and coworkers who may be seeking financial planning guidance.
Membership has its perks.
As a token of our appreciation, members are celebrated at a special invite-only event held each year.
Advisory services offered through Blue Wealth Inc. (BWI)
Blue Financial, Inc. & BWI are affiliated entities.
Ready to join the club?
Step 1
Simply provide us with the name and contact information of a friend or family member who may need our services.
Step 2
We will reach out to introduce ourselves and see how we may be able to help.
Step 3
Once we meet with your referral, you are officially in the Friends of the Blue Family Club. It’s that easy.
Ready to join the club?
Step 1
Simply provide us with the name and contact information of a friend or family member who may need our services.
Step 2
We will reach out to introduce ourselves and see how we may be able to help.
Step 3
Once we meet with your referral, you are officially in the Friends of the Blue Family Club. It’s that easy.
Who would be a fit?
We’re able to work with individuals in different stages of the financial planning process, but a few that come to mind are:
Retirees or ones close to retirement.
Individuals not satisfied with their current investments.
Those concerned about outliving their money.
Anyone dissatisfied with their current financial professional.
Someone who may be recently divorced or widowed.
Those who want to invest wiser, minimize taxes and maximize income.
Individuals or families in need of Social Security guidance.
Who would be a fit?
We’re able to work with individuals in different stages of the financial planning process, but a few that come to mind are:
Retirees or ones close to retirement.
Individuals not satisfied with their current investments.
Those concerned about outliving their money.
Anyone dissatisfied with their current financial professional.
Someone who may be recently divorced or widowed.
Those who want to invest wiser, minimize taxes and maximize income.
Individuals or families in need of Social Security guidance.
Advisory services offered through Blue Wealth Inc. (BWI)
Blue Financial, Inc. & BWI are affiliated entities.
Become a member of Friends of the Blue Family!
Friend of Blue Membership Form
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Let’s talk!
Have a question or comment? Let us know.
Call Us:
704.302.1141
All Rights Reserved | Blue Financial Inc.
Let’s talk!
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.