Blue Water Financial, LLC Information

Blue Water Financial, LLC, is a full-service, independent financial planning firm specializing in retirement planning and estate conservation. Offering all of the resources of a large firm through its affiliation with Triad-Advisors, Blue Water Financial remains nimble and client-oriented. We recognize that selecting the right financial planner can be difficult. To help ensure that we are the right fit, we offer a no obligation consultation to assess if we are the right firm to help you meet your financial goals. We pride ourselves on client education and making the complicated, uncomplicated so that you can make the most informed decisions for your financial future. We adhere to the Certified Financial Planner Board of Standards, Inc. (CFP Board) financial planning process, which includes: •Establishing and defining the client-planner relationship •Gathering client data, including goals •Analysing and evaluating the client’s financial status •Developing and presenting financial planning recommendations and/or alternatives •Implementing financial planning recommendations •Monitoring financial planning recommendations