Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Bluewater Financial LLC, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
A letter of instruction provides additional and more personal information regarding your estate.
It may help your business be better prepared in the event of the death of a principal or key employee.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
One way to find money is to examine your current spending habits and eliminate money wasters.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are three things to consider before dipping into retirement savings to pay for college.
Why are 401(k) plans, annuities, and IRAs so popular?
Are you ready for retirement? Here are five words you should consider.
Investors seeking world investments can choose between global and international funds. What's the difference?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?