Blue Spark Financial LLC is a Registered Investment Advisory and financial planning firm, providing holistic and objective financial advice to women, men and their families. By considering all of our clients’ investment and life needs as a whole, we are able to provide comprehensive service and support to help them reach their goals.
We offer a disciplined and unemotional approach to your financial life, with objective answers to your questions and solutions to your problems through a diversified investment approach.
We work with your other advisors — your attorney, accountant, mortgage broker, and insurance agent — to make sure that proper overall planning is done and effective implementation takes place. We work with your existing advisors, or we can provide referrals to those we trust and work with regularly.
Remember, you don’t have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future — or seeking to protect, enjoy and pass on those you already have — our financial planning and investment advisory expertise can help you each step of the way.
Good planning helps people financially and emotionally: Investors who have established their goals for investment diversification and portfolio rebalancing — and have a solid long-term plan for their money — tend to do better during periods of dramatic market upheaval, according to Liz Ann Sonders, Schwab’s chief investment strategist.
Our services for individuals and small businesses include advice on issues such as:
- Investment planning
- Portfolio design and asset allocations
- Retirement funding
- Retirement distributions
- College funding
- Tax planning
- Estate planning fundamentals
- Lump sum distributions and sudden money events
- Cash flow planning
- Debt reduction
- Insurance needs analysis
- Employment benefits
- 401(k) allocations and other retirement rollovers
We aim to simplify our clients’ financial lives, optimize their investments, and organize their personal financial planning. We work individually with each client, to help them develop a cost-efficient plan that is right for their unique financial circumstances, to grow and protect their wealth and achieve their most important financial goals.