We Are “Give-A-Damn” Financial Planners
YOUR FRIENDLY NEIGHBORHOOD FINANCIAL GROUP
We Are Blue Jay
We are here to help you be the best you. We are problem solvers and we’re ready to stand with you from now until the rest of time – if you would let us.
WHAT MAKES US DIFFERENT?
We are an RIA like the rest of them, but this is the ONLY thing we are. There are no conflicts of interest with our firm. We are fiduciaries. This makes us different from the rest of them because this means that we aren’t here to sell you product A that gets us more money than product B, but is not necessarily the best for you. Don’t you hate when people get you like that? It isn’t right, and we are here to make sure that doesn’t happen to you. We want your mind to be at ease when it comes to your finances, so we make sure that we’re sitting on the same side of the table.
We are proud members of NAPFA.
PLANNERS FOR LIFE
Why a Blue Jay?
Have you seen one? Aside from its vibrant coloring and its sometimes annoying noisiness, blue jays are remarkably intelligent birds that save, plan, and protect their families. Both the male and female jaybirds gather materials for building their nest and aggressively protect it and their young. You may have seen the familiar sight of a blue jay chasing and mocking predators like a hawk; this shows the resilience and tenacity of the bird. Amazingly, blue jays collect food and store it for later. The blue jay can hold as many as five acorns in its mouth for transportation and a recent study found a group of six blue jays stored more than 3000 acorns in a single autumn!
Why a blue jay? The blue jay is a planner, it values its family, and is wise with its current resources so that it can flourish in the future. That’s why.