Are You Ready to Create Your Financial Life Plan?
Book a FIT meeting to Learn About How we’re Different!
If you’re ready to explore how you can build a legacy for your loved ones, we want to introduce you to our values-based investing philosophy. We look at all financial decisions as life decisions with our financial life planning process.
Are You Ready to Create Your Financial Life Plan?
We’re Waiving Our Fee for a Limited Time!
We’re waiving our standard $3,000 fee for a financial plan through August 31, 2024. If you’re interested in taking advantage of this one-time savings offer, reach out to your advisor or contact us directly.
Reach Out to Your Advisor to Take Advantage of These Savings!
Now is a perfect time to take a solid look at your future hopes and dreams and how we can help you achieve them. A financial life plan can help you figure out:
Your plans for retirement
How to take that next big trip
How to pay for college, a new child, or a major life event
“I would like to thank Neal and the BlueRock Wealth team for putting together a financial plan that is easy to read and understand. I feel quite comfortable with all the steps taken so far to secure a sound financial future for me, and my daughter.”
–Elaine E.
Start Your Life Plan Today
Send us a message, and we’ll get in touch to help start the process.
Existing client? Touch base with your advisor, or call Sandy Coats (705-443-5599 ext. 1229).