Worried that your financial strategy is

Missing Something?


We're here to help you feel confident in your financial future. 


At Blue Stone Retirement, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns.

The Blue Stone Retirement Process

We offer services in these three areas: 


Prepare for retirement by putting your hard-earned assets to work.


Retirement Income Strategies



Protect the assets that can help you live the retirement you’ve always imagined.



Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies


Provide for the people and causes you care about the most.




Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts   Probate   Charitable Giving   Estate Planning   Tax Planning   

Wealth Management   Investments   IRA & 401(k) Rollovers   IRA Legacy Planning

Or give us a call at 541-633-4727

Ready to Take
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.




704 W. Hood Ave Suite C
Sisters, OR 97759
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Phone: 541-633-4727

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.