The Blue Financial team believes you deserve a financial plan built on a foundation of smart simplicity. Our 5-step proprietary "Retirement Blueprint Process" starts with a dream, followed by a plan to make it happen. Our methods are focused on achieving your goals because that's the only benchmark that matters.
We work for our CLIENTS not a company. Blue Financial is built upon developing a stable, independent retirement for you. It's not just our job--it's our passion.
Putting clients first and setting ourselves apart from industry norms is our number one priority. We take a look at one aspect most advisors rarely do: taxes. At Blue, we take a distinctly unique approach to investment management and financial planning centered on strategies for creating potentially tax-free investments and efficient distribution of income in retirement. This specialized focus puts us in the position to work with and advise individuals, even those who already have an advisor without affecting their current relationship. If a majority of your money is in retirement plans like 401(k)s or IRAs then your income at retirement is taxable. Our attention to critical tax strategies helps our clients prepare to have tax free assets at retirement thus further protecting their life's work and savings. Our methods are focused on achieving your goals because that's the only benchmark that matters!
Austin Powell
CFP®
Austin is a co-founder and wealth advisor at Blue Financial. He obtained a bachelor degree in business administration with a financial concentration from North Carolina State University where he was also an All-ACC tennis player. Austin has earned the prestigious CERTIFIED FINANCIAL PLANNER® certification in addition to being a National Social Security Advisor (NSSA®). He also holds his Series 65 securities license as well as life & health insurance license. As a fiduciary advisor, he is required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients. In his free time, you can find Austin walking with his wife Courtney. They love the outdoors and spending time with their dog Holly!
Alex Calott
NSSA®
Alex is the co-founder and a wealth advisor at Blue Financial. He obtained his degree from UNC Charlotte where he was the Conference USA Scholar Athlete of the year. He and his co-founder Austin were doubles partners throughout their tennis careers and founded Blue Financial on the pillars of Teamwork, Integrity, and Clients 1ST. Alex is a recognized National Social Security Advisor (NSSA®) and holds his Series 65 securities license. This allows him to provide financial and investment advice, as well as personally manage investment portfolios. As a fiduciary advisor, he is required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients. Alex has extensive experience working in all areas financial planning, including retirement planning, investment management, tax mitigation, cash flow analysis and risk management.
General Information |
| Firm Start Year: | 2014 | |
| No. of Employees: | 2-4 | |
| Name of Custodial Firm: | Fidelity Investments |
| States Licensed in: | NC, SC, GA, TN, VA, WV, FL, TX |
| Number of Years with Current Firm: | 5 |
| Work with the following types of clients: | Businesses, Individual Investors |
Services |
| Investment Types: | Mutual Funds, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds |
| Can meet clients in the following ways: | Video Conference, Our Office, Your Home, Email, Phone |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets, Commissions |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. Advisory services offered through J.W. Cole Advisors, Inc. J.W. Cole Advisors, Inc. and Blue Financial are unaffiliated entities. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Check the background of your financial professional on FINRA's BrokerCheck. Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. ARE-5970 19602 - 2019/12/31 |
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Additional Detailed Disclosures https://www.wiseradvisor.com/disclosure/1887926/wiseradvisor-blue-financial-detailed-disclosure.html |
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
| Mon. | 8:30 PM - 6:00 PM |
| Tue. | 8:30 AM - 6:00 PM |
| Wed. | 8:30 AM - 6:00 PM |
| Thu. | 8:30 AM - 6:00 PM |
| Fri. | 8:30 AM - 6:00 PM |
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