Our Services

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.


Tax-Managed Investments

Brokerage Accounts

Fixed Products


Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA


Financial Planning

Pension Analysis

Workplace Retirement

457(b) Planning

Retirement Plans

403(b) Planning

College Plans

Estate Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

bluelinewealthmanagement@lpl.com  |  (631) 617-6811