SERVICE OVERVIEW

Wealth Management

Because the value of money is your peace of mind.

Financial Planning with Confidence

With one eye on your total financial picture, we model a variety of scenarios to help you understand how different decisions impact each other. Can you afford that vacation home? Will retiring early affect your children's education? Our goal is to bring you peace of mind, so you can enjoy the life you've worked so hard to build.

DEFINE GOALS

Our success lies in our in-depth approach to your long-term financial success. We take the time to create a customized financial plan that includes all your life goals, visions, & concerns.

EVALUATION

We conduct an in-depth analysis of your entire financial overview to create the most effective comprehensive financial plan possible. We take into consideration age, risk tolerance, goals, and time horizon.

DEVELOP STRATEGY

With a custom-tailored plan for success, you'll be confident you're on the right path to achieve your financial goals, no matter what changes life puts in your path.
Investment-Management

Financial Planning

Blue Rock Financial Group examines the full picture of your life, not just the details. We apply a holistic approach to create a comprehensive financial plan so you'll always be prepared. We leave no room for stress. We will explain relevant details in layman’s terms and relieve stress by implementing the logistical parts of your plan on your behalf. This means you'll have more time to spend doing what matters most to you.

Financial-Planning
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WHO WE SERVE

Our Services for Individuals

Services for Individuals


It's time to start planning with confidence. Our financial advice is centered around your financial objectives. Every comprehensive plan is custom tailored to you. Why? Because generic financial plans don't see the bigger picture of you. Our goal is to deliver personalized service where clients get access to the very best in the industry.
We leave no room for stress. We will explain relevant details in layman’s terms and relieve stress by implementing the logistical parts of your plan on your behalf.
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Our Services for Businesses

Services for Businesses


Financial Planning should be at the top of every business's list. We assist business owners with the implementation of your 401k, retirement plan, and succession plan. We provide detailed processes for investment selection, management of fiduciary duties, and fee benchmarking.

Learn more about our services for businesses
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Comprehensive Financial Services

Frequently Asked Questions

Blue Rock by the Numbers

Client-focused. Full-service. Face-to-face. Today, and year after year.
40

-

0

%

Average Net Worth
Increase Over 5 Years

49

%

Client
Retention

50

%

Employees hold
Professional Designations*

Are you an accountant, attorney or other trusted advisor?
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*Holds or is working towards professional designations CFP® or CFA®

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