Worried that your financial strategy is missing something?


We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Blue Waters Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns.

Blue Waters Financial Group offers services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Annuities

Preserve

Protect the assets that can help you live the retirement you've always imagined.

How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Medicare Supplements

Give

Provide for the people and causes you care about the most.

How?

Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Wealth Management
Investments
 

EXPLORE THE MEDICARE COVERAGE OPTIONS THAT MAKE SENSE FOR YOU

NO OBLIGATIONS. JUST SOLUTIONS.

As an independent financial services firm, we work closely with several of the top insurance carriers to create customized solutions that fit your needs — not our bottom line.

Whether you’re a new Medicare beneficiary or a longtime Medicare Supplement owner, we’re here to help you explore your plan options. As part of our commitment to creating you-focused strategies, we offer no-obligation supplemental insurance quotes; that means no hassle, and no pressure to apply.

Ready to Take
the Next Step?


Fill out the form to schedule your one-on-one meeting with Blue Waters Financial Group. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

Schedule a Meeting

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