OUR SERVICES
Our Wealth Management approach includes several Fee-Only service options. We strive to provide professional, objective advice without the added pressure of purchasing financial products. Whether you are looking for ongoing advice or help navigating a specific topic or decision, we are able to work together on your terms.
Financial Planning
Bluebird Wealth's Fee-Only Financial Planning service is intended for people seeking objective advice or guidance on their personal finances, without a need for ongoing portfolio management. We believe in providing a flexible service model to help you make informed decisions about your finances, no matter what stage of life you are in. This can involve building a complete financial plan or providing occasional guidance for the DIY investor.
Portfolio Management
Bluebird Wealth provides a highly personalized investment experience with direct access to your portfolio manager. As a Fee-Only Fiduciary, we believe individual stocks and bonds should form the core of most investors' portfolios, not a mix of pooled investment products. This allows us to avoid unnecessary costs and customize your strategy for any combination of growth, protection or cash flow, always considering your personal tax situation.
Comprehensive Wealth Management
Bluebird Wealth's Comprehensive Fee-Only service will include customized portfolio management, tax planning, estate & gift planning, retirement planning and the ability to work with other trusted advisors. We understand the importance of a cohesive approach and encourage collaboration with your insurance agent, attorney or CPA. When we combine ongoing portfolio management with proactive financial planning, we are able to uncover more opportunities to improve your financial picture.
We Welcome The Opportunity To Provide a Financial Plan or Portfolio Review