Blue Spark Financial is a boutique wealth mangement and financial planning firm, providing holistic and objective financial advice to women, men and their families.
We offer a disciplined approach to your financial life, with objective answers to your questions and solutions to your problems through a diversified investment approach.
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 strategy that is right for their financial circumstances, to grow and protect their wealth.