Services

In addition to providing client-specific financial solutions, BlueCreek offers a full range of products and services:

Open Architecture Money Management

Comprehensive Financial Planning

Retirement Planning

  • Stretch IRA
  • Withdrawal Rates
  • Catch Up Provision
  • Social Security Optimization Strategies

Education Planning

  • 529 Plans
  • Coverdell Education Savings Accounts (ESA)

Estate Planning and Wealth Transfer

  • Stretch IRA

Concentrated Stock Strategies

Philanthropic Strategies

Tax Minimization Strategies

Employer Retirement Plans

Defined Contribution Plans

  • 401(k)
  • Employee Stock Ownership Plans (ESOP)
  • 457 Plans

Our investment advisors can help with:

  • Asset Allocation
  • Net Unrealized Appreciation
  • Equity Exposure

BlueCreek provides:

  • Customized Portfolios
  • Stock Option Analysis
  • Present Value Calculations

Ask BlueCreek:

  • Mutual Funds
  • Separately Managed Accounts
  • Account Consolidations
  • Exchange Funds
  • Rule 144/145 sales
  • ETFs (Exchange Traded Funds, index funds)

View the Latest Updates

Economic Review / Jun 29
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Equity Review / Jun 29
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Keel Point, LLC Named to 2015 Financial Times 300 Top Registered Investment Advisers / Jun 22

June 18, 2015 – Keel Point, LLC is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S. [more]

Economic Review / Jun 22
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Equity Review / Jun 22
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Copyright © 2003-2015 BlueCreek Investment Partners | 100 Church Street, Suite 500 | Huntsville, AL 35801 map
Phone: 256.704.5111 | Toll-Free: 866.730.6944 | Fax: 256.704.5110
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