wiseradvisor

Alex Calott & Austin Powell
Blue Financial

Tel: (704) 302-1141
5970 Fairview Road Suite 712
Charlotte, NC 28210

Building a blueprint for your financial future!

Blue Financial | Financial Advisor in Charlotte ,NC

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!


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
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Mutual Funds, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds, Insurance
I can meet clients in the following ways:   Via email, Via phone, At my office, At your home, Video Conference


Compliance

Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

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



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

Alex Calott & Austin Powell

Alex Calott & Austin Powell

CFP®

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.

My Team

Austin Powell
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, h ...more

Alex Calott
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 advic ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 PM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 6:00 PM

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