wiseradvisor


Alex Calott & Austin Powell, CFP®
Blue Financial

Tel: 704-302-1141
5970 Fairview Road Suite 712
Charlotte, NC 28210
Blue Financial | Financial Advisor in Charlotte ,NC

Building a blueprint for your financial future!


About Alex Calott & Austin Powell

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.


About Blue Financial

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!

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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:   Individual Investors, Businesses

Services

Investment Types:   Mutual Funds, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds, Insurance
Can meet clients in the following ways:   Via Email, Via Phone, Our Office, Your Home, Video Conference

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Commissions, Based on Assets

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Disclosures

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

Compliance

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


Office Hours

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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