CFP® | Fiduciary We Are Blue Jay

We are an independent Registered Investment Adviser that was born out of a desire to be able to do what’s right and specialize in financial planning. We help you design and implement a plan to help you make sure you’ll be OK.

PLANNERS WITH THE HEART OF A TEACHER What makes us different?

We get our biggest thrills from helping people plan through retirement, become financially independent, plan for your kids and grandkids, and become incredibly wealthy so that you can give a bunch of it away.

We want to serve you and deliver enormous value to you. We normally charge our clients a flat percentage of 1.5% annually on all invested assets. This is usually paid directly from the accounts.

What else makes us different?

We manage our own investment models in-house and can manage all of your investments under one unified plan. We call this the “Blue Jay Method” for fun and we love the simplicity of the process. We think you will too.

We are proud members of NAPFA, XYPlanning Network, and are CFP® Professionals.

NAPFA
CFP
xyplanningnetwork

Why a Blue Jay?

PLANNERS FOR LIFE

Aside from it being the first name for the firm that Jason & Jason could agree on, it’s a pretty neat bird and idea.

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.

FREE CONSULTATIONS - THEY NEVER HURT!

Schedule a Meeting

We offer free consultation meetings before you get invested in our company. We would love for you to come in to meet us and hear more about what we do day-to-day and how we can take care of you and your finances.