Menu
There’s a lot to be said for financial security and peace of mind, especially as retirement approaches. But striking a balance between enjoying the present and crafting the future you deserve can be super challenging.
There’s no doubt financial planning can be complex. Taking your hopes and dreams for the future and making them a reality is no small task. So, you need wealth management advice you can trust. As independent financial professionals, we have freedom to choose which registered investment advisory firm that we work with. This ensures that we stay true to our values and provide investment and income planning services that best serve our clients’ needs.
“The need to leave a legacy is our spiritual need to have a sense of meaning, purpose, personal congruence, and contribution.”
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representatives, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge Investment Research and Blue Dot Wealth Management are not affiliated.
Cambridge’s Form CRS (Customer Relationship Summary)
This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, DC, FL, MD, MI, MN, MT, NC, NJ, NY, NV, OH, OR, SD, TN, TX, UT, VA, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Blue Dot Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.