Wealth Management at Blue Rock Avenue One Is Much More Than Run-of-the-Mill Financial Planning
We simplify a process that may seem overwhelming.
We bring confidence and peace of mind through three unique service modules that appeal to your dreams and goals while maintaining your family’s financial wellbeing.
A cornerstone of what makes our wealth management different is the real estate advisory services we provide. We can help you secure that second home or another property you’re dreaming about. And you’ll feel comfortable and confident in your decision.
Below is a list of services we provide to our clients:
We create a document that summarizes all your assets and liabilities, which will help you to balance or grow any area of your financial worth—including, real estate, investment accounts and retirement accounts:
Real Estate – We analyze your current real estate portfolio and your current equity, debt and cash flow for all properties to determine alternative scenarios to grow wealth.
Investments – We analyze the allocation, diversification and cost of your investments, including any company-sponsored plans you may have. Then we meet yearly or twice each year to review your progress.
We help you create strategies for systematic savings, debt paydown and refinancing.
We help you determine your goals in retirement and develop a strategy to meet them with conservative assumptions. Retirement means something different to everyone. Our goal is to define what retirement means to each client and encourage them to take the leap. If you have never worked with a firm like ours, our guess is you can retire sooner than you think! Our access to select collective investment trusts, as a low-cost alternative to traditional mutual funds in the menu, allows our clients to more effectively satisfy their fiduciary obligation of utilizing the most efficient investments for their participants.
Every client has the same question: “How do we pay less in taxes?” We work with you to create beneficial tax plans in conjunction with your tax professional.
In conjunction with your estate attorney, we work with you on creating wills, living wills, powers of attorney, living trusts and irrevocable trusts, as well as helping you to plan for unforeseen circumstances. We also help with proper distribution of inherited assets.
We will review your personal disability and current life insurance plan in terms of cost, coverage and appropriate ownership to ensure the coverage is in line with your goals—not the agent who sold it to you. We work with team members outside of Blue Rock who help us deliver an independent review of our clients’ current coverages.
We help you evaluate the best way to pay the cost of college, whether through college savings accounts or other assets. We also assist with withdrawing money from any accounts with Blue Rock (both college savings and other investment accounts) to pay the institution or other expenses relating to education.
We are available to help educate family members on investments, cash-flow planning, systematic savings and debt management. We offer our investment services to children of age with assets they have been gifted or accumulated at no cost if their account balance is below $250,000 and the child remains a part of your household. We will also assist in any estate planning issues or questions for immediate family members such as parents, siblings or others.
Connect With Us
Contact us for a free consultation with one of our comprehensive financial advisors to learn how we can help you reach your goals.