Financial Planning & Wealth Management
For your business.
Starting and growing a business to profitability is daunting to most professionals. In our experience, clients who have accomplished this level of success frequently piece together their business planning as the organization grows. Blue Collar Capital advises our business clients with the same thoroughness with which we detail our internal financial plans. We advise on the following topics:
- Business Insurance
- Asset Management
- Group Employee Benefits
- Corporate Sponsored Retirement Plans
- Assistance with Buy-Sell Agreements
- Business Transfer and Contingency Planning
For your life.
Blue Collar Capital was founded on the belief that all families should have a plan for their financial future and these plans must evolve fluidly and naturally over time to keep our clients in pursuit of success.
A well-designed plan by a professional addresses the following broad topics:
- Your Current Financial Position
- Asset Protection with Insurance
- Retirement Planning
- Investment Planning
- Tax Management
- Estate Planning
For your future.
Wealth is destined to transfer from one generation to the next. With planning, you can ensure your family is not duly burdened with complex financial decisions during a most difficult time. Estate planning addresses the following topics so that your wishes are carried out without interference from legal channels:
- Asset Control
- Healthcare Directives
- Estate Tax Mitigation
- Charitable Giving
- Probate Planning
- Multi-Generational Wealth Transfer Options
- Education about and Implementation of Trusts
About Our Approach
Advanced SoftwareWith world class security and compliance you can have peace of mind that your always being protected.
Cloud TechnologyHave real time access to all of your most important key data points, anytime and anywhere.
Active ManagementOur team takes an active approach to make sure our clients stay on track with their financial blue prints.
Free EducationEvery clients has unlimited access to Blue Collar Capital workshops and courses.
Market InnovatorsOur team is known for our innovative approach to new problems and old solutions providing you the edge you deserve.
Customer CareEnjoy our world class customer service with 24/7 access to your adviser and a community of thought leaders!
Make the right choice
Whether you are preparing for retirement, saving for college tuition, buying a new home or second home, or making another big financial decision, you need a plan. Our financial advisors merge expectations with reality to identify available investing options that fit your individual needs.