Retirement Plan Solutions

Simple. Flexible. Independent.

Blue Water’s Retirement Plan Services are designed to deliver the highest quality of investment management and educational services to our business clients and their employees. The team at Blue Water that designs retirement plans and researches the investments is also the team that meets one-on-one with your employees. This means you get our best thinking from top to bottom in your organization.


We become fiduciary partners with not only the organizations we serve but the employees of that organization as well. As a fee-only fiduciary we look out for the best interest of our clients. This level of commitment to our clients is what separates us from other providers.

Participant Education

What makes Blue Water unlike most of the education providers in the industry is that we are the fiduciary. This means that the same team that monitors and selects the investments within the plan are helping your employees select their personal investments and creating a retirement plan. Blue Water retirement plans also give participant access to state-of- the-art financial planning at no additional cost.

Consulting and Design

Partner with Blue Water to help you navigate the complex world of service providers in the retirement plan space. Blue Water helps in the selection of the most appropriate record-keeper and TPA that fits our client’s needs and objectives. Along with providing fiduciary, educational and consulting services, Blue Water assists our clients with the design and execution of their optimal retirement benefits plan.

As a fee – only adviser, Blue water acts as our client’s trusted investment fiduciary.
Our mission is to define what financial success means to our client’s and design a plan to get there. 

Schedule a meeting for your no-cost retirement plan analysis!