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FINANCIAL SERVICES

At Blue Ridge Wealth Planners, we can help you determine a strategy appropriate for your unique situation. 
Read below to discover many of the opportunities available to help you plan for your financial future.

YOUR DREAMS MATTERS

At Blue Ridge Wealth Planners, we believe everyone should be able to live the retirement they’ve always wanted.
Our team of professionals can help you create a well-thought-out strategy using a variety of investments and insurance products
and services designed to help you address your financial needs and concerns.

We Offer Services In These Five Areas:

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Investments

Grow a portion
of your wealth
for the rest
of 
your life.

  • IRA Rollovers
  • Wealth Management
  • Annuities
  • Wealth Accumulation Strategies

income

Generate lifelong income from the
wealth you have already accumulated.

  • Annuities
  • Real Estate
  • Life Insurance
  • Dividend Paying Accounts

legacy

Protect your assets for yourself, your loved ones, and the causes closest to your heart.

  • Stretch IRA Planning
  • Trust/Estate Planning
  • Charitable Giving

Tax Strategies

Minimize the
effects of taxes on
your hard
earned assets.

  • Life Insurance
  • Tax Efficient Strategies
  • Roth IRAs

healthcare

Manage the rising costs of healthcare - the largest expense for many retirees.

  • Comprehensive Long-Term Care Strategies
  • Medicare Supplements

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
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Ready to take
The Next Step?

For more information about any of the products and services listed here,
schedule a meeting today or register to attend a seminar.

Or give us a call at (865) 392-4260