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.
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.
Contact Us
New to BlueRock Wealth Management? Fill out our form, and we’ll get in touch to make sure we’re a good fit for you.
Existing client? Touch base with your advisor, or call Sandy Coats for more information (705-443-5599 ext. 1229).
One per household. We reserve the right to discontinue or limit this offer at any time.
Available until August 31 2024, or we opt to discontinue the offer due to demand.
One per household. We reserve the right to discontinue or limit this offer at any time.
Available until August 31 2024, or we opt to discontinue the offer due to demand.