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

Video Commentary / Apr 11

Lyle Minton talks about current market conditions. [more]

Economic Review / Apr 7

The U.S. created 192,000 jobs in March.  Every industry except manufacturing added to payrolls, with job gains strongest in… [more]

Equity Review / Apr 7

The S&P 500 and Dow Jones both hit all time highs on Friday, and ended the week with gains.  The S&P 500 closed at… [more]

Economic Review / Mar 31

U.S. home prices fell 0.1% in January citing a particularly harsh winter. Twelve of twenty tracked cities posted drops according… [more]

Equity Review / Mar 31

U.S. stocks finished the week with losses. The S&P 500 was down 0.5% at 1857.62. The Dow Jones actually posted a 0.1% gain,… [more]

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