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 / Aug 25

The Labor Department reported that U.S. consumer prices rose in July, due to higher costs of food and housing. The consumer price… [more]

Equity Review / Aug 25

U.S. stocks closed lower on Friday but still posted weekly gains for the third week in a row. The S&P 500 climbed 1.7% for the… [more]

Economic Review / Aug 18

August consumer sentiment hit the lowest level in nine months as the stock fueled negative expectations about the future. The preliminary… [more]

Equity Review / Aug 18

Stocks ended mixed on Friday but posted weekly gains while trimming or erasing losses after falling on news of a clash between Ukrainian… [more]

Economic Review / Aug 4

The U.S. economy added 200,000 jobs for the month of July, and marked the sixth month of gains. The Labor Department said every… [more]

Equity Review / Aug 4

U.S. stocks fell Friday, leaving the S&P 500 with its biggest weekly drop in two years. The major market index closed down 3.2%… [more]

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Phone: 256.704.5111 | Toll-Free: 866.730.6944 | Fax: 256.704.5110
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