Client Profile

“The secret of getting ahead is getting started” - Mark Twain

Our team members enjoy discovering what our client’s goals and values are. This discovery process helps us determine which one our services is the most suitable for our clients.

 

Services:

Financial Planning. You + Us = Together: The initial conversation is complimentary and private. This first meeting provides us an overview of who you are, establishes what we do and how we assist our clients. Our financial plans are only prepared by CERTIFIED FINANCIAL PLANNERS™ and encompass all key areas of financial planning.

Investment Management: Our guiding principle is to first understand your goals and values, and then apply a holistic comprehensive approach to investment that are sustainable and based on scientific evidence realized through research, and not purely speculation.

On-going solutions: We help our clients with “Planning, Protection and the Management of Wealth” and the ongoing monitoring of your progress to be able to adjust to life’s ever changing challenges.

Client Requirements:

In order to ensure that we serve our clients to the best of our abilities and to make every attempt to exceed their expectations, we need to limit the number of new clients that retain us each year. The following is a schedule of the basic minimum requirements to begin a relationship with BlueKey Wealth Advisors.

You would only need to satisfy one of the following:

  • An investment portfolio of $500,000 or more, or:
  • Portfolio of $250,000 and an expectation of substantial annual savings, or:
  • Portfolio of $100,000 and a healthcare professional with an expectation of substantial annual savings or financial planning engagement.
  • Enter into a Financial Planning Engagement

Financial Planning

Receive a complimentary discovery meeting to start your financial plan.

Contact Us

Second Opinion

Receive a thorough analysis of your portfolio from our team of professional financial planners.

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