Start with the end in mind.

Solutions

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.

Upon completing this, you will be more confident of your route, vision, equipment, and the dangers and opportunities that will present themselves. Below is the outline for the BlueBird Tune-Up.

VISUALIZE THE POSSIBILITIES

Month 1:
Big Picture

Empowering humans to see their full financial picture and make better decisions about what matters.

  • Visualize your personal Asset-Map on one page.
  • ID sources of concern.
  • Easy data input from any device.
  • Get organize quickly.
  • Integrates with MoneyGuide Pro Financial Planning.

Month 2:
Stress Test

Empowering humans to see their full financial picture and make better decisions about what matters.

  • Sync all financial accounts to see 360 view of your financial world.
  • Stress test your assets against various economic storms.
  • Challenge your expectations.
  • Get detailed report of strengths and weaknesses in your asset allocation based on your goals.
  • Learn how adding investment alternatives may help your overall investments portfolios.*
  • Receive recommended allocation targets along with list of highly regarded managers for each position.

Month 3:
Your Choice

Choose a topic of most pressing concern and receive analysis, research and recommended next steps. Some examples:

  • Digital Asset Investing.
  • Tax deductible savings ideas.
  • Challenge your expectations.
  • Consolidated investment account viewing.
  • Estate Planning.
  • Investment Management.
  • Direct Indexing Strategies.
  • College Funding.
  • Options for long term care financing.

Month 4:
Plan of Action

  • MoneyGuide Pro, a powerful technology solution to help improve our financial wellness.
  • See how your plan stacks up vs your peers?
  • Get an online 'Confidence Zone' to play "what if" games.
  • Data Aggregate all your accounts and monitor your plan even after the Tune-Up is over.
  • Receive Financial Plan and list of recommendations.

How It Works?

Let’s get started

1. Schedule
an appointment

2. Meet in person or via video conference.
3. Start developing a customized strategy.
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.

(303) 477-1144

peter.ruh@bluebirdadvisory.com

4845 Pearl East Circle, Suite 101 Boulder, CO 80301

Ready for Your 4-month Financial Tune-up?

GET STARTED

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC  (“RFG Advisory” or “RFG”), a registered investment advisor. Bluebird Advisory and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

Additional links

Insurance products and services are offered through a number of insurance providers including RFG Solutions LLC, an affiliated company of RFG Advisory.