We believe that financial success allows you to live life on your terms. As an investment fiduciary, looking out for our client’s best interests is what we do. Not only do we invest our client’s money, we design a financial plan that leads them toward financial success.
We provide businesses and their employees the tools and expertise to construct a simple, flexible, cost effective retirement plan. Independent advice and education from the experts gives your business the confidence in knowing its retirement plan is on track for success.
As your fee-based asset management partner, Blue Water Capital Management allows you to spend more time focusing on your clients’ overall needs by relieving the burdensome, yet essential, tasks of day-to- day portfolio management and back office activities.
Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life insurance begins with deciding what is the right amount of life insurance. And, integral to determining the right amount of life insurance is understanding the role of your Social Security Survivorship Benefit (SSSB).