Blue Rock Financial Services has been providing fee-only planning and investment management for clients since 2006. Located in Medford, Oregon, we serve clients throughout the western U.S.
FIDUCIARY FINANCIAL GUIDANCE
We are an independent Registered Investment Advisor and provide planning and management services for people seeking fiduciary advice using a fee only model. We focus on couples and individuals in their 50’s and 60’s who are planning on stopping work in the next five years and want help with their money.
HOW WE WORK
Together we review where you are financially, and explore where you want to be. We will then develop a roadmap that outlines how we will organize and monitor your financial life in three critical areas – Needs, Wants, and Dreams
QUESTIONS WE HELP OUR CLIENTS ADDRESS AND RESOLVE:
Am I saving enough? How much do I need? How do I replace my income?
When do I apply for Social Security? What should I invest in?
Are there ways to reduce my taxes? Do I need a Will? A Trust?
We help you organize and implement an overall strategy for your money.
We develop plans to effectively use your resources to provide sustainable income.
We design portfolios to reflect your tax circumstances, charitable intent, and legacy desires.