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Blue Rock Financial Services, Medford Oregon

Michael Harris is a Fee Only Financial Planning and Investment Advisor

http://www.bluerockfs.com/

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The Garage Inc.

Art Wirtz

354 ●●●●ving

B●d , OR, 97701

US

1.54●●●●5950
1.54●●●●5956
ar●@thegarageinc.com

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The Garage Inc.

Art Wirtz

354 ●●●●ving

B●d , OR, 97701

US

1.54●●●●5950
1.54●●●●5956
ar●@thegarageinc.com

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Blue Rock Financial Services, Medford Oregon | bluerockfs.com Reviews

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Michael Harris is a Fee Only Financial Planning and Investment Advisor

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1

financial forms & documents | Blue Rock FS, Medford Oregon

https://bluerockfs.com/financial-questions.html

Blue Rock's Services. Fee Only Financial Planning. Questions About Your Finances. Documents That I Will Need. Examples of Planning Documentation. WHAT QUESTIONS MIGHT PROMPT YOU TO SEEK PLANNING ASSISTANCE? Have you created a personal balance sheet that shows your net worth? Do you have an emergency fund? Between three and six months worth of expenses in cash is a place to start. Do you have more assets than debts? Have you updated your balance sheet in the last two years? Have you stuck to it? Are you s...

2

Bluerock FS business partners | Charles Schwab Company

https://bluerockfs.com/business-partnership.html

Blue Rock's Services. Fee Only Financial Planning. Questions About Your Finances. Documents That I Will Need. Examples of Planning Documentation. Blue Rock Financial Services, Inc. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Advisor), will be profitable or equal any historical performance level(s).

3

Blue Rock Financial Service, Medford Oregon | Fee Only Investment Advisor

https://bluerockfs.com/blue-rock-financial-services.html

Blue Rock's Services. Fee Only Financial Planning. Questions About Your Finances. Documents That I Will Need. Examples of Planning Documentation. Blue Rock Financial Services, Inc. is a Registered Investment Advisor based in southern Oregon and serving clients over a wide geographical area. The firm specializes in providing unbiased advice and assistance to people who want to organize and streamline their financial lives on a fee-only basis. Fee Only Financial Planning. Questions About Your Finances.

4

financial resources for investors | Blue Rock FS, Medford Oregon

https://bluerockfs.com/informed-investor.html

Blue Rock's Services. Fee Only Financial Planning. Questions About Your Finances. Documents That I Will Need. Examples of Planning Documentation. This site provides information on the certification and conduct of CFP(R) designees. Certified Financial Planner Board of Standards, Inc. Website:. Http:/ www.cfp.net/. The FPA site provides consumer information on locating and using the services of financial planners. Financial Planning Association Website:. Http:/ www.fpanet.org/. Http:/ www.napfa.org/.

5

Financial Fee Schedule | IRAs | Trusts | Retirement Plans

https://bluerockfs.com/fee-structure.html

Blue Rock's Services. Fee Only Financial Planning. Questions About Your Finances. Documents That I Will Need. Examples of Planning Documentation. For a one-time consultation on optimizing your Social Security claiming strategy, my fee is $199. This will include a written analysis of your projected benefits, a recommended strategy, the reasons for these recommendations, and specific instructions on following the strategy. The following fee schedule applies to those assets directly managed by Blue Rock Fin...

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Blue Rock Financial Services, Medford Oregon

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