At Blue Waters Financial Group,
our sole focus is YOU.

We specialize in helping individuals plan for a financially independent retirement.

kit

NO-OBLIGATION RETIREMENT PLANNING KIT

Get access to our helpful retirement kit, which includes three guides that address topics you should consider when planning your retirement.

  • advisors
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    At Blue Waters Financial, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

    logo

    At Blue Waters Financial, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

    advisors

    Contact us at nshapiro@bwfinancial.com or call us at 704.790.2583 to schedule a time to discuss your financial situation and the potential role of insurance in your financial strategy.