Spring Has Sprung! Renew Your Vision for the Future this Season

Spring is in the air, bringing fresh beginnings and a perfect time to revisit your financial goals. As this season of growth and renewal unfolds, we are here to help you plant the seeds for a secure and prosperous future. In this Easter edition, discover timely tips, insights, and information about what’s new with us.

Our Office Hours Over Easter

Our office will be closed on Good Friday, April 18th. We will return calls and emails on Monday, April 21st.

Reintroducing Ryan Rybarczyk

Ryan Rybarczyk started at BlueRock Wealth Management as an intern, and he has successfully completed his licencing to become an Associate. We’re thrilled to have him on our team. Ryan’s experience owning and running his own business contributes to his ability to comprehend his clients’ financial and personal objectives.

Learn More About Ryan

Now is a Great Time to Talk About Your Estate Plan

As many gather with their loved ones over the Easter holiday, we want to remind you that this is a good time to discuss your estate plan with your family members. Not sure how to get the conversation going? Our blog has some helpful tips.

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We Offer MedCan Referrals

Did you know we offer MedCan referrals to our clients? If you are looking for a proactive partner to help with your family’s health and wellness, we highly recommend requesting an introduction.

MedCan offers customized health services and care plans tailored to your needs, and we offer both proactive and ongoing care memberships. We personally use their services and are happy to share our fantastic experience with you! If you are interested in learning more, please contact Sandy Coates at extension 1229.

Financial Life Planning Starts Here

As you already know, life never follows a linear path. Your financial plan should adapt to the map of your life, so you can make important decisions with the information and balanced approach needed to navigate uncertain times.

With our financial life planning process, we can provide you with the knowledge and versatility that lets you proactively adapt at every stage of life. If it’s time to revisit your financial life plan or update us on any life changes, please reach out. You can read more about our approach to financial life planning here.

Wishing You a Rejuvenating Spring Season

As you appreciate the joys of spring and the spirit of Easter, remember that thoughtful planning today can lead to a brighter financial tomorrow. Thank you for letting us be part of your journey! To connect with an advisor or to revisit your financial life plan, please contact us.