| Email: | info@sandiegofeeonly.com |
| Phone: | (877) 271-0234 |
| Address: |
5755 Oberlin Drive #301 San Diego, CA 92121 |
Financial Planning and Investment Management
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|
| Email: | info@sandiegofeeonly.com |
| Phone: | (877) 271-0234 |
| Address: |
5755 Oberlin Drive #301 San Diego, CA 92121 |
Financial Planning and Investment Management
|
|
Financial Planning
Our role is to help our clients lead more financially secure lives. Blue Water is dedicated to helping clients define, work towards, and achieve their financial goals.
Whether you are concerned about building your assets, protecting your family, evaluating your retirement options, or planning for the security of someone you care about, we have the experience and training to help. We assist clients in the following areas:
We begin by discussing and understanding your financial goals. Our engaging and interactive process is used to develop and analyze multiple scenarios for you. Together we narrow it down to a plan that we are both comfortable with. Periodic follow-up, meetings and adjustments help keep you on track. |
Investment Management
Blue Water portfolios are based on some of the most influential theories and research available. They are designed and implemented to be globally diversified, low-cost, and tax-efficient. Your customized portfolio forms the foundation of a successful investment plan.
Our entire philosophy revolves around our ACTION plan. We can't control the market, but there are certain aspects of investing that can be controlled and managed to improve your financial success.
(A) Asset Allocation
(C) Costs
(T) Taxes
(I) Inflows
(O) Outflows
(N) Nerves
Diligent and disciplined investment management is as important as ever. By concentrating on the things that matter and tuning out the noise, we can maneuver through volatile times and maintain a long-term perspective. |
Blue Water Blog
Money Management Styles: Beyond Active vs. Index
Quite a bit in the financial press lately on the continued inability of active management to outperform their benchmarks over...
posted on 03/22/2012 3:49
by joconnell
Making Money in THIS Market
Visiting with friends the other day, the conversation turned to how difficult it is to make money in this market...
posted on 10/31/2011 7:09
by joconnell
Why Everyone Needs to Minimize Volatility
Clients say “I understand that I need to take on more risk to get the returns I need for my...
posted on 05/ 2/2011 2:59
by joconnell
529 Plan vs. Financial Aid
"Is saving into a 529 Plan a good idea considering it may affect my child's chance for financial aid?" This...
posted on 04/ 6/2011 4:14
by joconnell
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