Best Financial Advisor in Boulder CO | BlueBird Advisory

Services provided by bluebirdadvisory.com

 

Investment Management Solutions

BlueBird Advisory offers tailored investment management with three distinct strategies—Green, Blue, and Black—designed to match clients’ individual risk profiles and financial goals. These portfolios integrate diversified asset allocation, proactive monitoring, and adjustments based on market dynamics and client life changes. Their approach combines analytical rigor with tools like BlueBird 360, Fidelity, and Schwab platforms, ensuring transparency and accessibility. The service emphasizes long-term growth, downside protection, and personalized attention to align investments with each client’s overall planning strategy.
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Financial, Tax and Insurance Planning

BlueBird Advisory delivers comprehensive financial planning that spans retirement, estate, tax, and insurance strategies. Their services include tax-efficient wealth-building techniques, risk management through tailored insurance policies, and integrated estate planning aligned with long-term goals. They conduct regular reviews, adapting plans in response to legislative changes, life events, and evolving market conditions. The objective is to create a holistic, resilient financial roadmap that weaves together growth, protection, and legacy considerations, offering clients confidence in navigating complex financial landscapes.
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Real Estate Investing – 1031 & DST

Specializing in real estate investment strategies, BlueBird Advisory guides clients through 1031 exchanges and Delaware Statutory Trust (DST) transactions. They help divert capital gains into like-kind properties or passive real estate holding structures, promoting portfolio diversification and tax deferral benefits. Advisors assess market trends, evaluate potential DST offerings, and coordinate deal execution and compliance. This service is aimed at clients seeking to reduce tax liability while gaining exposure to commercial and institutional-quality real estate without direct management burdens.
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Alternative Investments

This service covers non-traditional asset classes like private equity, hedge funds, real assets, and other structured vehicles. BlueBird Advisory evaluates alternative investment opportunities for their potential to enhance portfolio diversification and return potential while managing additional risks. They vet opportunities, assess liquidity structures, and align allocations with clients’ broader strategies. Emphasizing due diligence and transparency, this service offers access to sophisticated vehicles typically less accessible to average investors, tailored to those aiming for more complex portfolio approaches.
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Independent Advisory Services

Positioned as an independent advisor in Boulder, BlueBird Advisory emphasizes client-focused guidance free from institutional product biases. They offer holistic planning, fiduciary responsibility, and objective evaluations across investment, tax, insurance, and retirement domains. Their independence allows them to craft tailored strategies based solely on client interests. The service includes ongoing reviews, customized solutions, and coordination with other professional advisors to ensure a cohesive, client-centered approach to financial well-being.
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