BlueLine Wealth Advisors is a wealth management practice focused primarily on the needs of individuals, families, retirees, small businesses, and business owners. We are committed to helping clients understand their financial situation and developing a plan that seeks to improve long-term prosperity.
Please explore our website and learn more about the services we provide. We encourage you to take advantage of the newsletters, articles, and other resources included within the site. For years, the "4% rule" helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
Please explore our website and learn more about the services we provide. We encourage you to take advantage of the newsletters, articles, and other resources included within the site. For years, the "4% rule" helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
Services
We are a full service, independent financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial services and products to individuals and small businesses. Our goal is to thoroughly understand your current financial situation, regardless of age, and begin to develop a personalized financial strategy designed to pursue your overall financial objectives.
Since establishing BlueLine Wealth Advisors in 2002, Peter has been advising individuals and families in all areas of investment planning with special emphasis on investment selection, retirement planning, and porfolio managament. Peter also works with business owners to help them design and oversee workplace retirement programs such as 401(k) plans and Profit Sharing Plans.
We regularly work with self-employed and small business owners to design and establish a retirement plan that suits the needs of the owners and provides an attractive benefit to employees. We have a long standing relationship with Third Party Administrators (TPAs) and can engage their services if necessary.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
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