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BlueBird Advisory

Your Local Guide through the Financial Rockies.
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WHAT WE DO

Plan, prepare and be confident about the future.

At BlueBird Advisory, our mission is to help you craft a customized financial trail map using best-of-breed financial planning tools, stress-testing software and an institutional caliber investment management platform. From tackling personal financial decisions to reaching important milestones, our job is to guide you on the path of success. We offer you a uniquely high-tech, high-touch experience and are committed to being by your side every step of the way. Even as your life and goals change, we’ll keep you on track and focused on the future.

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Our services

our solutions

$888 Financial Tune-Up

Life is indeed a journey, not a destination. The journey will be full of ups and downs. We need to take stock of our situation today to prepare for the journey that lays before us.

Digital Asset Solution

At BlueBird Advisors, our goal is to make planning and preparing for tomorrow easy so you can enjoy today. To achieve this, we offer all the services you need, all in one place.

Tax Planning

No matter what stage you are on your financial path, taxes are a big consideration when assessing your financial health. It goes beyond choosing what accounts.

Investment Management

We manage portfolios under an open architecture model with the freedom to find high-quality investments and put them in service for our clients.

Incentive Stock Options

When employees stock option planning is needed, we have experience working to develop strategies that consider tax implication and best integrate into your overall financial and retirement plans.

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Individuals with Employee Stock Options

Snow Skiers and Snowboarders

Small Business Owners

GenX

Individuals Interested in Blockchain and Distributed Ledger Technology (DLT)

Millenials

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OUR CLIENTS

People BlueBird Advisory Works With

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Start With The End In Mind

BlueBird Tune-Up Solution

Life is indeed a journey, not a destination. The journey will be full of ups and downs. We need to take stock of our situation today to prepare for the journey that lays before us. We need to measure our strengths and weaknesses. We need to formulate a plan that reflects our values, dreams, ability to adapt to changing weather and uses a high-tech, high-touch approach necessary in today’s consequential economic environment.

The four-month $888 BlueBird Tune-Up is the first step in getting in shape for the financial journey ahead.

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HOW IT WORKS

Let's Get Started

Digital assets offered to advisory clients must be registered securities with the SEC and trade on one of the recognized major exchanges.
Money back guarantee is valid for six months after the date of engagement letter is signed. Contact BlueBird Advisory at (303) 477-1144 for further information.

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Start developing a customized strategy
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