Your Local Guide through the Financial Rockies.
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.
Your personal trail map, combined with ongoing support of your trusted guide, will not only prepare you for success, it will reduce stress and give you increased confidence about the future. So you can relax and enjoy this amazing trek called life.
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 SOLUTIONS
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.
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.
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.
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.
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.
Bluebird Advisory Clients Include
How It Works?
Let’s get started
1. Schedule
an appointment
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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(303) 477-1144
peter.ruh@bluebirdadvisory.com
4845 Pearl East Circle, Suite 101 Boulder, CO 80301
