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TJ Henriques 850.435.3797
Les Brackett 850.763.0308
Rob Neale 850.978.6480

Flipbooks

You can review interesting Flipbooks on my site.

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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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Newsletters

  • Income Investors May Find Closed-End Funds on Sale

    Do you know the differences between open-end and closed-end funds? This article compares the two.

  • Real Estate for Income and Diversification

    Are you familiar with REITs and why they can help diversify a portfolio? Read this article to learn more.

  • Four Steps to Rebuilding Your Business

    Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.

  • Five Investment Tasks to Tackle by Year-End

    2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.

More Newsletters »

Calculators

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators »

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Bluewater Wealth Strategies, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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We're here to help you navigate through this unprecedented time. Read Perspectives on the market and COVID-19.

 

 

 

 

 

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Check the background of this financial professional on FINRA's BrokerCheck