Worried that your financial strategy
is missing something?

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

Your Dreams Matter

At Bluestone, 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 investments and insurance products and services, to help you address your financial needs and concerns.

The BlueStone Blueprint Process

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Vision

Understanding your goals and objectives. What do you want your retirement to look like?

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Stress Test

Testing various parts of your financial plan to highlight areas of strength and uncover areas for improvement.

  • Income Analysis
  • Tax Analysis
  • Investment Analysis
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Design

Pairing research-based, mathematically tested solutions to your retirement analysis results.

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Build

Solution implementation and asset repositioning.

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Guide

Regular reviews accompanied by continued education and ongoing advice.

Holistic Retirement Planning

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Ready to Take

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 541-904-4680.

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