401k 503b IRA

Expert Financial Support for Major Life Events

Expert Financial Support for Major Life Events

Guiding You Through Life’s Transitions

Guiding You Through Life’s Transitions

Whether you’re considering a roll-over from an employee-based plan, managing an inheritance, planning for your children’s education, engaging in philanthropy, or facing the complexities of divorce, dissolution, or widowhood, our team is dedicated to supporting you at every step.

Whether you’re considering a roll-over from an employee-based plan, managing an inheritance, planning for your children’s education, engaging in philanthropy, or facing the complexities of divorce, dissolution, or widowhood, our team is dedicated to supporting you at every step.

401k 503b IRA

Roll-Overs from employee-based plan (401k, 503b, etc.) to an IRA

If you have changed jobs or careers and still have your 401K or 503b plan with your previous employer, talk to us about your options. An IRA roll-over may benefit you. Rolling over these assets into an individual retirement account, may allow you to consolidate your investments and provide you more control for your financial future.

We can help you roll-over your investments to a hands-on managed account with our team. We promise we’ll make it a smooth transition.

Roll-Overs from employee-based plan (401k, 503b, etc.) to an IRA

If you have changed jobs or careers and still have your 401K or 503b plan with your previous employer, talk to us about your options. An IRA roll-over may benefit you. Rolling over these assets into an individual retirement account, may allow you to consolidate your investments and provide you more control for your financial future.

We can help you roll-over your investments to a hands-on managed account with our team. We promise we’ll make it a smooth transition.

Inheritance of assets

It can be overwhelming to know how to handle an inheritance. Even if you are prepared to receive your gift, there can be unknowns. We will walk you through your options and recommend any possible advantages to managing your money or property in a secure and sensible way.

Inheritance of assets

It can be overwhelming to know how to handle an inheritance. Even if you are prepared to receive your gift, there can be unknowns. We will walk you through your options and recommend any possible advantages to managing your money or property in a secure and sensible way.

College 529 Bend Fiona

College savings plan

With children of our own, we understand the importance of being prepared for educational expenses. Whether you’re interested in starting a plan for your 6-month-old or your 16-year-old, it’s never too late to prepare for their academic future.

College savings plan

With children of our own, we understand the importance of being prepared for educational expenses. Whether you’re interested in starting a plan for your 6-month-old or your 16-year-old, it’s never too late to prepare for their academic future.

College 529 Bend Fiona

College savings plan

With children of our own, we understand the importance of being prepared for educational expenses. Whether you’re interested in starting a plan for your 6-month-old or your 16-year-old, it’s never too late to prepare for their academic future.

College savings plan

With children of our own, we understand the importance of being prepared for educational expenses. Whether you’re interested in starting a plan for your 6-month-old or your 16-year-old, it’s never too late to prepare for their academic future.

Philanthropic giving

We value our clients’ life goals, and we want them to do great things. If this means giving to an organization that is near to their heart, we support them and provide them with the tools to do so

Philanthropic giving

We value our clients’ life goals, and we want them to do great things. If this means giving to an organization that is near to their heart, we support them and provide them with the tools to do so

Christine Eisenhower Divorce

Divorce + dissolution of long-term partnership

For many people, a divorce or dissolution includes major financial decisions that should not be taken lightly. Although sensitive and at times, difficult, we will walk with you through each step of the process and provide the necessary expertise in financial planning and decisions. We will provide input and analysis on the division of assets, liabilities, and income. Then finally advise you before you agree to any specific settlement.

Divorce + dissolution of long-term partnership

For many people, a divorce or dissolution includes major financial decisions that should not be taken lightly. Although sensitive and at times, difficult, we will walk with you through each step of the process and provide the necessary expertise in financial planning and decisions. We will provide input and analysis on the division of assets, liabilities, and income. Then finally advise you before you agree to any specific settlement.

Divorce Planning Christine

Divorce + dissolution of long-term partnership

For many people, a divorce or dissolution includes major financial decisions that should not be taken lightly. Although sensitive and at times, difficult, we will walk with you through each step of the process and provide the necessary expertise in financial planning and decisions. We will provide input and analysis on the division of assets, liabilities, and income. Then finally advise you before you agree to any specific settlement.

College savings plan

With children of our own, we understand the importance of being prepared for educational expenses. Whether you’re interested in starting a plan for your 6-month-old or your 16-year-old, it’s never too late to prepare for their academic future.

Widowhood

The financial stress and planning are often surprising and emotional parts of becoming a widow. Whether you’re new to the role of money manager or simply navigating the financial changes that come with widowhood, you don’t have to do it alone.

Widowhood

The financial stress and planning are often surprising and emotional parts of becoming a widow. Whether you’re new to the role of money manager or simply navigating the financial changes that come with widowhood, you don’t have to do it alone.

Unlock Financial Peace and Prosperity with Blue Anchor

Navigating major life events can be both emotionally and financially challenging. At Blue Anchor, we understand the significance of these moments and are here to provide tailored financial guidance to ensure a smooth transition.

Unlock Financial Peace and Prosperity with Blue Anchor

Navigating major life events can be both emotionally and financially challenging. At Blue Anchor, we understand the significance of these moments and are here to provide tailored financial guidance to ensure a smooth transition.