Individuals

INDIVIDUAL INVESTORS;

THIS IS HOW WE "BLUE LINE"

  

Better returns, average investor earns on their own 4.5%  average market return is 8.5%, average returns when working with an advisor 11% to 14% *

*(source; Wall street Journal)

More money passed on to you , we use investments with the lowest internal cost

No hidden fees, no fine print, no messing around, no kidding

Education, Informed decisions – Whether you decide to be a Blue Line client or not, you will be more informed just by meeting with us.

More peace of mind – detailed goal planning and regular progress tracking, means you will know you are prepared.