True Financial Planning involves a defined process. When working with Blue Rock Dravo Bay, you will quickly learn that we believe in the power of a consistent, predictable client experience. Starting with our first meeting, and continuing throughout our relationship, you will find comfort in knowing what to expect and the peace of mind that comes with a comprehensive financial planning relationship.
We are a financial services firm offering a fee-based platform which provides comprehensive financial advice and services to individuals and businesses. Our Financial Planning Process is centered around our client’s unique goals and objectives. Our independence provides our clients access to the very best resources in the industry while delivering personal, customized service.
As a division of Blue Rock Dravo Bay, we focus on helping companies design, implement and monitor their retirement plans. In today’s complex regulatory environment, it is crucial for employers to align with a firm that has the expertise, scale and process developed to deliver an optimum retirement plan solution. Our independence and knowledge have enabled us to grow into one of the region’s leading providers of retirement plan advice.