As a Financial Advisor offering viable financial & insurance strategies, I am qualified and trained in providing technical consultancy on a range of financial issues – from evaluating insurance and retirement needs to helping clients grow their assets.
After 15 years of working in the financial planning sector, I laid the foundation of Blu Financial Planning with the aim to serve professionals and small business owners on the brink of retirement, who need a retirement plan that is specifically designed around their lifestyle and beliefs.
Core Competencies
- Retirement planning
- Insurance planning
- Wealth management
- Long term care
- Buy/Sell agreements funded with life Insurance.
- Executive bonus plans
- Key-Man Insurance
- Deferred-Compensation
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- Closed Now09:00 AM - 06:00 PM
- Monday09:00 AM - 06:00 PM
- Tuesday09:00 AM - 06:00 PM
- Wednesday09:00 AM - 06:00 PM
- Thursday09:00 AM - 06:00 PM
- Friday09:00 AM - 06:00 PM
- Saturday09:00 AM - 06:00 PM
September, 2025
Saturday
- Closed Now
August 26,2019
- Tuesday
- 9:00am - 10:00am
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We have received your appointment and will send you a confirmation to your provided email upon approval.
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Free
/ Per Listing
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Duration : 30 days
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- Map Display
- Contact Display
- Image Gallery
- Video
- Business Tagline
- Location
- Website
- Social Links
- FAQ
- Tags/Keywords
- Business Hours
- Timekit
- Announcement
- Deals-Offers-Discounts
- Hide competitors Ads
- Events
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$6.29
/ Per Listing
-
Duration : 30 days
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- Map Display
- Contact Display
- Image Gallery
- Video
- Business Tagline
- Location
- Website
- Social Links
- FAQ
- Tags/Keywords
- Business Hours
- Timekit
- Announcement
- Deals-Offers-Discounts
- Hide competitors Ads
- Events
-
Free
/ Per Listing
-
Duration : 365 days
Lorem ipsum dolor sit amet, lorem sit.
- Map Display
- Contact Display
- Image Gallery
- Video
- Business Tagline
- Location
- Website
- FAQ
- Tags/Keywords
- Business Hours
- Timekit
- Menu
- Announcement
- Deals-Offers-Discounts
- Hide competitors Ads
- Events
-
$61.95
/ Per Listing
-
Duration : 365 days
Lorem ipsum dolor sit amet, lorem sit.
- Map Display
- Contact Display
- Image Gallery
- Video
- Business Tagline
- Location
- Website
- Social Links
- FAQ
- Tags/Keywords
- Business Hours
- Timekit
- Menu
- Announcement
- Deals-Offers-Discounts
- Hide competitors Ads
- Events
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