Finance. Simplified.

welcome to blu door FINANCIAL

Many people find financial services confusing, intimidating & downright scary. Here at blu door FINANCIAL we strive to take away all of that! We help educate and empower our clients so they can make informed decisions about their financial futures. We have a three-step approach, similar to building a home.

Your banker, your broker, your insurance agent, your CPA, your attorney, your friends and family – the internet. Whose guidance do you take & who do you trust?

As a society we are bombarded with financial information, yet 70% of Americans have less than $1000.00 in savings. - Fortunly.com, February 7, 2022

All the information in the world means nothing if you don’t know how to use it. People don’t need more information – they need results.

We can help!

How would you like to make confident financial decisions for yourself & your family? Become the financial hero they deserve? Eliminate “bad” debt. Build cash reserves. Create the lifestyle you’ve always dreamt about, one that will give your kids something to talk about for years to come.

Money doesn’t have to be complicated. We’ll show you how to use the tools and resources that are available today to maximize your bottom line.

we created 3 unique styles for you to choose from:

Step 1 - Choose the style that best fits your life

TRADITIONAL

Get Retirement Ready,
Ready for Retirement

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FIRE

Financially independent,
Retire Early

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ENTREPRENURIAL

Your Life,
Your Style

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Step 2 - After choosing your style set up a free consultation to meet with one of our team members so we can learn about your project & discuss how we can help.

our products & services

FOUNDATION

Protection

Risk Management
Life Insurance
Health Insurance
Disability Insurance
Assisted Care Expense Strategies
Mortgage & Debt Protection
Calculators

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STRUCTURE

Asset Accumulation

Wealth Management
IRAs - Traditional & ROTH
College Funding
Fixed & Variable Annuities*
Mutual Funds*
Cash Value Life Insurance
Tax Diversification**

image of residential new construction home

FINISH

Lifestyle, Legacy, Distribution

Retirement Strategies
Social Security Maximization
Pension Maximization
Lifetime Income Solutions
Charitable Giving
Estate Conservation
Succession/ Legacy Strategies

* Securities offered thru NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. 220 Penn Ave, Suite 100, Scranton Pa. 18503 570-969-3111.
Blu door Financial is not owned or operated by NYLIFE Securities LLC or it's affiliates.

** Neither Blu Door Financial, Inc nor NYLIFE Securities LLC, provides tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.

Our Process

Design - We find out what's important to you & create a priority list to tackle together.

Blueprint - Our team will collaborate to lay out solutions that fit you and your budget.

Build - After choosing a solution we will help you implement it by providing all the necessary tools, resources and professionals.

For a FREE consultation please reach out to one of our team members at info@bludoorfinancial.com.

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our team

We founded this firm with the intent of bringing together a team of experienced professionals so our clients and their families could have a place to go that would provide the necessary financial resources to get the job done successfully the first time.