What We Do

We’re so often told to live in the present. To focus on the here and now. However, if we’re to get the most from retirement, and build a legacy we’re proud of, it pays to think about the future.

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.

So, how can we help you?

We offer:

Financial Planning

to help you meet your goals and prepare for the future.

Personal Retirement Planning

to create a roadmap for your unique journey to retirement on your terms.

Small Business Planning

to match the best retirement plan provider to your business’ needs.

Insurance Planning

to protect your assets and secure your legacy.

College Savings Plans

get prepared for your family’s future and make informed decisions with our professional guidance.

Legacy Planning

to help you create a legacy that serves future generations of your family and fills them with pride.

Special Needs Planning

to assist your family in navigating long-term care, assistance or programs available to your family. 

“What you do makes a difference, and you have to decide what kind of difference you want to make.” 

– Jane Goodall

For financial and investment advice, contact Blue Dot Wealth Management today, we can’t wait to embark on your journey with you.

Contact Us

Arizona Office​

California Office​

Colorado Office​

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