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DISCOVER YOUR DREAM RETIREMENT

 

WE CAN HELP YOU CREATE A FINANCIAL STRATEGY TODAY TO GET YOU THROUGH TOMORROW. 

OUR 3-STEP PLAN

TAILORED FOR YOU

Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like. 

Evaluate

Using the Blue Stone Retirement process, we'll examine your current financial situation and determine your retirement needs. 

Plan

Receive a custom strategy to help you reach your unique retirement goals. 

CONNECT

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OUR LOCATION

704 W. Hood Ave Suite C
Sisters, OR 97759
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CONTACT US

Phone: 541-633-4727
Email: nick@bluestoneretirement.com

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.