New York Life is dedicated to serving professional advisors
It all starts with you
Bring your career to life
We're right here with you
We have the answers... and we're happy to share
We have the answers... and we're happy to share
We're in this together
We're right here with you
What do you want to do?
Bring your career to life
We're here to help
Bring your career to life
Personal Solutions
BlueWater Financial Group provides individuals and families with innovative, cutting-edge products and services to help them grow, protect, and conserve their wealth through all stages in life. Taking into account your needs, goals, and tolerance for risk, we will work with you to bring clarity to what you want to achieve and how to get there. Some of our key services are detailed below.
Estate Planning
Asset Protection
Charitable Planning
Disability and Extended Care Needs
401(k) and IRA Rollovers
Marketplace Health Insurance: Working with healthcare.gov to help individuals find coverage needs.
Medicare Supplements: Offering a full range of supplements including Part D with a large number of companies offered.