Whether you are just starting a family, confronting a major life change, are ready to retire, already living in retirement, or concerned about transferring wealth – all these stages require thoughtful comprehensive planning. Blue Point can work with you to craft a strategy specifically designed to help you successfully address all of the Life Events.

Blindly reaching for the highest historical rate of return without understanding the amount of risk involved can lead to disaster. Managing risk is a key to long-term financial success. We believe that the best way to realize consistent returns over time is to reduce investment volatility during certain periods that markets experience. At Blue Point, we have five Asset Allocation Models from Conservative to Aggressive designed to meet the needs of our clients.

Interested in scheduling a meeting?

Contact us today to start the conversation. We’ll be happy to set up an informational meeting that aligns your goals with our services.


Before you meet with your advisor, you should put some thought into your financial picture including your short-term and long-term goals. While your advisor will ask about specific information it’s always beneficial to have this information readily available Banking and Brokerage Statements: checking, savings, money market, education savings accounts and brokerage accounts Retirement Asset Statements: statements for all of your retirement plans, including retirement plans, pensions, 401(k), 403(b), and profit-sharing plans, showing current balances and investments

  • Debt Statements: for your mortgage or home equity loans, credit cards, auto loans, student loans, etc.
  • Other Financial Documents: if you have life insurance, an annuity, a trust fund, or other similar types of financial assets, include those documents as well


The objective of the first meeting is for you and your advisor to become acquainted with each other. Your advisor will ask about your goals and what you expect to accomplish. The advisor will explain the scope of services provided and outline the process for future steps.