I believe that blockchain and digital public ledger technology may disrupt our world. Advising clients how to integrate digital assets into a well-crafted investment plan motivated me to leave a 20-year career at a large US Bank and start Bluebird Advisory.
Investing in this new asset class should not be limited to the wealthy and institutions of Wall Street or leaving individuals to fend for themselves, exposed to internet fraud and new technology.
In addition, I believe the coming decades will not be like the last four decades. Forty years of declining interest rates and rising debt levels have pushed asset prices to all-time highs.
If you sense the tectonic economic changes taking place and value investment advice, advice to avoid danger zones, advice to invest in emerging growth areas, advice integrating both into a comprehensive financial wellness plan, then I look forward to speaking with you.
My mission is to craft a financial trail map customized for each client, using best-of-breed financial planning tools combined with a high-tech, high-touch experience.
The future, like the weather, is unknown, low-pressure systems followed by clearing skies. However, what is known is the value of a plan and the steady advice from a knowledgeable guide who helps us maintain our focus on our destination as we journey together on this unique experience called life.
These days, we believe trust is a rare commodity — and we want to change that. Because, when you think about it, when you’re planning for your future, trust really is everything. So, we make it a priority to put in the time and go the extra mile to earn your trust. Only then can we truly work together and create a plan for your future.
We’re independent, which means we’re not associated with a large investment firm. But how does that affect you? Here’s the deal: advisors who are associated with larger firms can be limited in the financial products they are allowed to offer their clients.
We’re not. We’re able to research and shop around until we find the financial product that meets your exact needs. We’re driven by the desire to help you prepare for a rewarding financial future. We have a fiduciary responsibility to always act in your best interest. That’s a good first step in building a trustworthy relationship.
* 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.