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Blue Water Capital Management | Fee-Only Financial Advisor in Apex and Holly Springs, NC | Financial Planning

Fee Only Certified Financial Planner serving Apex, Holly Springs, Cary, Fuquay-Varina, and the greater Raleigh area. Financial planning and investment advice.

http://www.bluewaterportfolios.com/

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Blue Water Capital Management | Fee-Only Financial Advisor in Apex and Holly Springs, NC | Financial Planning | bluewaterportfolios.com Reviews
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Blue Water Capital Management | Fee-Only Financial Advisor in Apex and Holly Springs, NC | Financial Planning | bluewaterportfolios.com Reviews

https://bluewaterportfolios.com

Fee Only Certified Financial Planner serving Apex, Holly Springs, Cary, Fuquay-Varina, and the greater Raleigh area. Financial planning and investment advice.

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bluewaterportfolios.com bluewaterportfolios.com
1

Core Management Investment Service | Professional Portfolio Management

http://www.bluewaterportfolios.com/core-management

Client Focused and Competitively Priced. Modern Investing and Planning. Lawyers, Guns and Money. Portfolio Review: DIY Investing. Financial / Retirement Planning. Retirement Plan and Strategies. Areas of Financial Planning. What is an Estate Plan. POA and Health Care Directive. 401(k) / 403(b) Plan. Presentations and Client Access. Core Management includes all of our investment management services. But is different than Custom because it trades off portfolio customization for lower costs. If your needs a...

2

Investment Philosophy | ACTION Plan for successful investing

http://www.bluewaterportfolios.com/philosophy-action-plan

Client Focused and Competitively Priced. Modern Investing and Planning. Lawyers, Guns and Money. Portfolio Review: DIY Investing. Financial / Retirement Planning. Retirement Plan and Strategies. Areas of Financial Planning. What is an Estate Plan. POA and Health Care Directive. 401(k) / 403(b) Plan. Presentations and Client Access. Philosophy / ACTION Plan. Know the purpose of the portfolio. Is the purpose for growth, principal preservation, income, etc? For what time frame? The first step of constructio...

3

Fee-Only

http://www.bluewaterportfolios.com/fee-only

Client Focused and Competitively Priced. Modern Investing and Planning. Lawyers, Guns and Money. Portfolio Review: DIY Investing. Financial / Retirement Planning. Retirement Plan and Strategies. Areas of Financial Planning. What is an Estate Plan. POA and Health Care Directive. 401(k) / 403(b) Plan. Presentations and Client Access. Estimates suggest that less than 5% of all financial planners are Fee-Only. Why is this important? Can their recommendations truly be considered unbiased? Almost all financial...

4

The Blue Water Team

http://www.bluewaterportfolios.com/team

Client Focused and Competitively Priced. Modern Investing and Planning. Lawyers, Guns and Money. Portfolio Review: DIY Investing. Financial / Retirement Planning. Retirement Plan and Strategies. Areas of Financial Planning. What is an Estate Plan. POA and Health Care Directive. 401(k) / 403(b) Plan. Presentations and Client Access. The Blue Water Team. Terrance A. Green, CFP , MsBA. In 2003, he switched to the fee-only. Model to better serve his clients. Terry currently writes for Suburban Living magazin...

5

Investment Services | Blue Water Capital Management, LLC

http://www.bluewaterportfolios.com/investment-services

Client Focused and Competitively Priced. Modern Investing and Planning. Lawyers, Guns and Money. Portfolio Review: DIY Investing. Financial / Retirement Planning. Retirement Plan and Strategies. Areas of Financial Planning. What is an Estate Plan. POA and Health Care Directive. 401(k) / 403(b) Plan. Presentations and Client Access. Comparison of our Investment Services. Portfolio Review: DIY Investing. Very low, we use low cost mutual funds and ETFs to implement our allocations. The relationship is ongoi...

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Affiliations - Ritter Daniher Financial Advisory, LLC

http://www.ritterdaniher.com/who-we-are/affiliations

How We Can Help. How We Can Help. At Ritter Daniher, all of our advisors are Certified Financial Planners. In addition, we are all registered financial advisors with NAPFA, the National Association of Personal Financial Advisors. All NAPFA members are held to the highest levels of competency. Believe that clients are best served by a comprehensive approach to financial planning, and are fee-only fiduciaries. Being fee-only means we do not sell financial products and we never make. There are quite a few i...

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Financial Links — Phillip Christenson - Financial Advisor Maple Grove

https://www.phillipchristenson.net/financial-links

Maple Grove Financial Advisor and Wealth Management. Other Fee-Only Financial Advisors from Around the US. When it comes to financial planning most people like to work with a local professional and we understand that. To this end we have compiled a list of other fee-only financials planners from around the country. All of the advisors on this list are Fee-Only to ensure you are receiving objective fiduciary advice and will not be sold financial "products" that are not in your best interest. At ACap, we b...

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Blue Water Capital Management | Fee-Only Financial Advisor in Apex and Holly Springs, NC | Financial Planning

Client Focused and Competitively Priced. Modern Investing and Planning. Lawyers, Guns and Money. Portfolio Review: DIY Investing. Financial / Retirement Planning. Retirement Plan and Strategies. Areas of Financial Planning. What is an Estate Plan. POA and Health Care Directive. 401(k) / 403(b) Plan. Presentations and Client Access. Financial Planning and Investing. We are experienced, professional financial advisors who enjoy working for you, not Wall Street. Home of the Portfolio Challenge! You can't co...

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