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Welcome to the Blue Rock Blog
Is 2020 a Good Year for a Roth Conversion?
Apr 21, 2020
As we write this article in the midst of the global Coronavirus pandemic, most of the world is sheltering in place at home. While the long term economic impacts of the pandemic are unknown, our fundamental approach to wealth management has not changed. Rest assured that while you are taking care of your family and your health, we’re focused on ensuring...
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401(k) plan
Business Planning
Financial Planning
Retirement Planning
Tax Planning
Blue Rock Day Out
Jun 27, 2019
On June 27th, Blue Rock Financial Group had a team outing at Delaware Park. It was a great day in the beautiful weather watching the horse races!...
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Events
2019 Open House
May 23, 2019
Blue Rock held our annual Open House event on May 23rd at our office on the Wilmington Riverfront. We hosted our clients, friends and the Mayor of Wilmington. The Mayor was the Executive Director at the Riverfront Development Corporation for more than 20 years. His professional and political career has been focused on bringing positive change to Wilmington. Thank you...
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Events
2018 Delaware Resorts 55+ Expo
Jan 24, 2019
On November 3rd, 2018, Blue Rock Financial Group was a proud sponsor of the third annual Delaware Resports 55+ Expo at Cape Henlopen High School. A wide range of organizations and companies participate in this event and present a variety of services that are beneficial for the 55+ community. This event benefits Meals on Wheels Lewes-Rehoboth....
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Events
Christmas of 2017 Donation Update!
Jun 6, 2018
You may recall that last December, instead of client gifts, we supported the installation of new bleachers for the Boys and Girls Club of Wilmington. The project was completed last month and we wanted to share the before and after pictures with you. Our involvement with the Boys and Girls Club continues to grow. In addition to the new bleachers, Matt...
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Events
Delaware Mud Run Jr.
Apr 23, 2016
Blue Rock Financial Group is proud to be a sponsor of the Delaware Mud Run, Jr.! The Delaware Mud Run, Jr is a 1.5 mile race with boot camp style obstacles that have been surrounded by or consisting of mud. People cheer as participants slip, slide, and slosh their way to victory. It is a unique experience whether running or...
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