We center our financial advice around you, and your unique goals and objectives. Our financial planning process offers guidance on six main disciplines: Cash Flow Management, Risk Management, Investment Planning, Tax Planning, Retirement Planning and Estate Planning. As we review these six areas, we integrate valuable advice on how these disciplines interact with one another. For example, if you make a decision regarding your investments, how does that impact your tax situation? Unintended consequences such as overpaying on your tax return may occur without the appropriate financial planning guidance.

Here at Blue Rock Financial Group, we work for you. Our advisors have been focused on financial planning as our core competency since before the financial crisis of 2008. We have expansive experience in helping clients achieve their goals in all areas of financial planning and in all different types of market conditions. What you will find is that some firms will solely focus on managing your investments and discount the need for financial planning. Your timelines, desires and expectations should be what dictate the outcomes of your plan. We will take the time to explain the relevant details that go into all financial planning recommendations for easy interpretation of what your investments are doing. Starting with our first meeting and continuing throughout our relationship, you will find comfort in knowing what to expect and the peace of mind that comes with a comprehensive financial planning relationship. Eventually, that comfort and peace of mind will become confidence in your financial plan, allowing your stresses about money to be minimal.

As professionals in the field of planning, we place our clients on the path to achieve their financial goals. This is our only job. Some clients have done a great job in preparing for their financial future prior to meeting us and are well educated on investments. Typically, where we add the most value is in tying the investments, tax planning and retirement income planning together. Investment planning is different than financial planning. We also enjoy working with people who have an understanding of financial topics because we tend to spend more time talking about strategies. Typically, someone seeks out a partner like us when they realize that the road ahead is different or more complex or change is on the horizon. We are fully equipped to help you prepare for that transition. In many cases we are able to shed light on strategies that some may not even know exist. We help you keep more money in your pocket than you otherwise would.

Our clients predominantly live in, work in or love Delaware (We do too!). However, there are Blue Rock Financial Group clients all over the country. Our two physical offices are located on the Wilmington Riverfront and in Rehoboth Beach. These locations are where we will meet face to face with clients, but we are equipped to meet via video chat or conference call from your cell phone.

Each client has a tailored and specific investment strategy. In order to formulate this strategy, we take into consideration your age, risk tolerance, investment goals, time horizon, investment experience and amount of total assets that you have. With your input, we will generate a risk score which we will use as a guide for your investment profile. We use both quantitative and qualitative inputs from you, which we gather in our meetings to determine how we will invest your money. After establishing your diversified portfolio, we continuously update your investments, taking into consideration all evolving life factors and changing market conditions.