Retiring to Sussex County? Get your personalized path to retirement success.
Schedule a free consultation with a Blue Rock expert
We’re one of the most comprehensive Financial Planners in Sussex County, as seen in:
Why Choose Blue Rock Financial Group?
For Your Entire Life (Not Just Your Investments)Every financial decision has an impact. We advise on your Current Financial Position, Investment Planning, Tax Planning, Insurance Planning, Estate Planning and more. When you make a decision in one area, it has an impact on all the others. Understanding that impact before you act will give you confidence the decisions you are making are the right ones.
The Highest Level of Financial PlanningPersonalized financial advice goes beyond standard plans to meet your individual needs. How would it feel to have a partner to guide you once you are retired (unemployed)? For many, retirement equals freedom, and for some uncertainty. Our approach is comprehensive, to ensure your decisions don’t create unintended surprises in the future.
Fair Fees With No SurprisesValue has been lost in our society. Price is about getting more value than you pay. At Blue Rock, we are faithfully committed to providing far more value and peace of mind than we charge.
How We Can Help
- Retirement Planning
- Assisting Kids and Grandkids
- Healthcare or medical expenses
- Inheritance or death in the family
- Elder care planning
- Working with your Accountant & Estate Attorney
- Ensuring a cohesive plan among all
- Asset Coordination – ensure documents match your goals
- Trust Planning
Investments & Taxes
- Investment management and optimization
- Unique retirement income strategies
- Market and tax law changes
- Proactive tax planning
- Asset location planning
Retirement & Estate Planning
- Distribution strategies
- Charitable giving
- Navigating Social Security
- Healthcare planning
How We Work With You
Meet your CFP® Professional
Build a Plan & Put it Into Action
Nurture Your Plan
We’re one of the most comprehensive financial services companies in Sussex County.
Average Net Worth
Increase Over 5 Years
How We’re Different
Traditional Financial Advisor
How We’re Different
|What am I actually getting?|
Personalized, jargon-free advice for everything money impacts in your life + help executing your plan
|Usually a 30-60+ page report that mostly focuses on your investments||A “robot” or algorithm, that manages your investments; sometimes can ask a person one-off questions for an additional fee|
|What are the minimum assets required?|
|Typically $100K or more||Varies|
|How is my planner qualified?|
Always a CFPⓇ professional (the highest possible certification) and fiduciary
|Titles are unregulated and misleading - not always a CFPⓇ professional||No, or limited access to, a financial planner|
|How will we meet?|
Four meetings/year (on average) accessed from anywhere, on your schedule
|Typically one or two meetings/year, usually in-person, during business hours||No--or only ad hoc--meetings|
|How will technology be used?|
Easy-to-use platform with key info in one place
|Technology is usually not a central part of the service||Technology is typically the only service offered|
|How will my fees be calculated?|
One fixed fee based on your needs
|Varies; typically a % of what you invest, plus fees. Cost increases as your money grows.||A % of what you invest, plus fees. Cost increases as your money grows.|
What Blue Rock Clients Are Saying
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See for yourself why we’re one of the most comprehensive financial services companies in Sussex County, Delaware.