FINANCIAL SERVICES
Why Blue Marble Advisors?
Clearly defining your financial goals is the first step toward achieving your retirement dreams.
We’ll do this together by taking a detailed inventory of your retirement resources, goals, and concerns. Along the way, you’ll gain valuable education, resulting in greater confidence in your financial position. You will attain a clear vision of where you are and what steps you need to take to achieve your desired outcome. You’ll receive answers to your questions and gain knowledge that empowers you to take control of your financial future.
When you partner with our firm, you receive a customized plan that goes beyond just asset allocation. BMA clients understand the importance of our consultative planning process, designed to:
✔ Optimize accumulation
✔ Minimize risk
✔ Mitigate taxes
Our clients appreciate our conservative approach to financial planning—one that allows them to live comfortably today, maintain an income stream for tomorrow, and protect their legacy for the future.
“If you don’t know where you’re going, you’ll probably end up somewhere else.”
Here are the services we can offer you
Financial Services
401 (k) Rollovers
401(k) rollovers refer to the process of transferring retirement savings from a previous employer's 401(k) plan to a new retirement savings account, such as an IRA or a new employer's 401(k) plan.
IRAs
An Individual Retirement Account (IRA) is a type of investment account that provides tax advantages for individuals to save for retirement.
529 College Savings Plans
A 529 College Savings Plan is a tax-advantaged investment account designed to help individuals and families save for education expenses, including tuition, fees, and room and board, typically for college education.
Life Insurance
Life insurance is a contract between an individual and an insurer, where the insurer agrees to pay a designated beneficiary a sum of money upon the death of the insured person.
Estate Planning
Estate planning is the process of arranging for the management and distribution of a person's assets and belongings after their death in accordance with their wishes, while minimizing taxes and other expenses.
Long-Term Care
Long-term care refers to the ongoing assistance and support that people may need when they are unable to care for themselves due to a chronic illness, disability, or other condition, often involving help with activities of daily living such as bathing, dressing, and eating.
Financial Planning
Financial planning is the process of setting goals, developing strategies, and creating a roadmap for managing one's financial resources in order to achieve those goals and improve their overall financial well-being.
Retirement Income Planning
Retirement income planning is the process of developing a plan for generating a steady stream of income during retirement, utilizing various sources of income, such as Social Security, pensions, investments, and other assets, to meet one's retirement income needs.
Investment Management
Investment management involves the professional management of various securities and assets with the goal of achieving specific financial objectives for clients, such as maximizing returns, minimizing risk, or meeting specific financial goals.
HELPING WHERE IT COUNTS
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We have experience working with all kinds of clients, and are excited to help you!
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Have financial questions, you ask, we answer.