INVEST WISER | MINIMIZE TAXES | MAXIMIZE INCOME
We specialize in helping you plan for and enjoy your retirement years without the worry of outliving your money.
*Advisory Services offered through J.W Cole Advisors, Inc. (JWCA).
Blue Financial, Inc. & JWCA are unaffiliated entities.
We are financial advisors based in Charlotte, NC who specialize in helping you prepare for the retirement you deserve. You've worked hard to accumulate and save for retirement. We'll help you build a sound strategy to ensure you won't run out of money or overpay in taxes.
We are held to a higher standard, and we're proud of that! Your satisfaction is our #1 priority.
We are held to a higher standard, and we're proud of that! Your satisfaction is our #1 priority.
Charlotte-based retirement planners and wealth management professionals specializing in helping those over age 50 prepare for and enjoy retirement. We help clients all over the U.S. with the following:
Have confidence knowing your investments stay with established institutions.
After observing the philosophy at large investment firms, we noticed a huge problem. People were underprepared for retirement and didn't have a plan to ensure they wouldn't outlive their savings or pay too much in taxes. These firms were solely focused on growing their assets, not preserving them and creating a reliable income stream in the distribution phase of retirement.
That's why we founded Blue Financial, Inc. nearly ten years ago. We ask the right questions and address the big issues to help design a holistic financial plan for you that you can count on now and in the future.
Together, we’ll walk through each step of the process to build a sound financial and retirement plan focused on achieving your goals because that’s the only benchmark that matters.
**Alex Calott & Austin Powell provide advisory services through J.W. Cole Advisors, Inc.
After observing the philosophy at large investment firms, we noticed a huge problem. People were underprepared for retirement and didn't have a plan to ensure they wouldn't outlive their savings or pay too much in taxes. These firms were solely focused on growing their assets, not preserving them and creating a reliable income stream in the distribution phase of retirement.
That's why we founded Blue Financial nearly ten years ago. We ask the right questions and address the big issues to help design a holistic financial plan for you that you can count on now and in the future.
Together, we’ll walk through each step of the process to build a sound financial and retirement plan focused on achieving your goals because that’s the only benchmark that matters.
WORKING TOGETHER TO ACHIEVE YOUR FINANCIAL AND RETIREMENT GOALS
This is where we get to know each other to make sure we're a good fit and also to learn about your retirement goals.
Based on your current needs and future goals, we'll create a comprehensive plan based on your personal situation.
We'll meet to review your plan, answer questions and make any necessary adjustments based on your feedback.
We'll put our plan in place and meet regularly to assess and make any necessary changes.
WORKING TOGETHER TO ACHIEVE YOUR FINANCIAL AND RETIREMENT GOALS
This is where we get to know each other to make sure we're a good fit and also to learn about your retirement goals.
Based on your current needs and future goals, we'll create a comprehensive plan based on your personal situation.
We'll meet to review your plan, answer questions and make any necessary adjustments based on your feedback.
We'll put our plan in place and meet regularly to assess and make any necessary changes.
Charlotte-area Financial Advisors, Austin Powell and Alex Calott, co-founders of Blue Financial, promote community engagement with support of Second Harvest Food Bank of Metrolina and their mission to eliminate hunger and food insecurity.
If you start taking Social Security benefits before your full retirement age and decide to continue working, you need to understand how the earnings test works.
Have a question? We are here to help. Send us a message and we’ll be in touch.
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Call Us:
704.302.1141
All Rights Reserved | Blue Financial Inc.
5970 Fairview Rd., Suite 712 Charlotte, NC 28210
Advisory services offered through J.W. Cole Advisors, Inc. J.W. Cole Advisors, Inc. and Blue Financial are unaffiliated entities. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Check the background of your financial professional on FINRA's BrokerCheck.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. ARE-5970 – 19602 - 2019/12/31
For a copy of JWCA’s Form CRS please visit: https://www.jw-cole.com/disclosures
For a copy of JWC’s Disclosure Supplement please visit: https://www.jw-cole.com/disclosures. By following the link, you consent to receipt of the Form CRS electronically
Have a question or comment? Let us know.
Call Us:
704.302.1141
All Rights Reserved | Blue Financial Inc.
5970 Fairview Rd., Suite 400 Charlotte, NC 28210
Evan Alexander Calott & Ronald Austin Powell offer advisory services through J.W. Cole Advisors, Inc. J.W. Cole Advisors, Inc. and Blue Financial, Inc. are unaffiliated entities. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Check the background of your financial professional on FINRA's BrokerCheck.
Evan Calott, Ronald Powell, & Evan Carey offer insurance services through Blue Financial, Inc. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. ARE-5970 – 19602 - 2019/12/31
For a copy of JWCA’s Form CRS please visit: https://www.jw-cole.com/disclosures
For a copy of JWC’s Disclosure Supplement please visit: https://www.jw-cole.com/disclosures. By following the link, you consent to receipt of the Form CRS electronically