Planning

Financial planning is an ongoing, dynamic process. Bluerock offers high level strategies to build out a financial plan that works with your life, for your future. But that’s just the beginning. Over time, we are continually reviewing that plan to anticipate and navigate changes in your lifestyle and the markets.

  • Comprehensive financial planning

    We cover key aspects of your financial plan, including insurance planning, estate planning, college funding, and tax mitigation strategies.

  • Customized solutions 

    We put together plans based on net worth, outside investments, projected retirement goals and ages.  We can also consult with you on strategies for philanthropic initiatives and multigenerational planning, including establishing funds and trusts to build your legacy. Every client’s needs are different — and so is every financial plan.

  • Ongoing assistance

    A truly effective financial plan must be flexible enough to accommodate changes in your lifestyle, needs and goals, as well as market fluctuations. As we implement your plan, we review it regularly so it can adapt to your needs, which is critical to the success of the plan.

Learn how financial planning works hand in hand with our holistic approach to investment and tax strategy