Actively Managing Your Money
to Help You Reach Your Financial Goals

Do you struggle financially with...

  • Finding someone who will actively manage your money...not set it and forget it?

  • Finding someone who is committed to finding the right solution for YOU?

  • Finding clarity from all the financial noise in the world today?

Let's Talk
 

 At Bluestone Financial
We Can Help...

Provide the confidence you need.
Provide a sense of security with the right plan.
Manage it for you…so you don’t have to.

 
“The best client that we can do the best job for is the one that is wanting us to do the job for them.”
— Chris Pridnia
 
“Be greedy when others are fearful and fearful when others are greedy”
— Warren Buffett

THREE EASY STEPS TO WORK WITH BLUESTONE FINANCIAL

 

WE LISTEN

WE PLAN

WE MANAGE

We start with a conversation to understand YOUR needs.

We develop a strategy to accomplish YOUR financial goals.

We put the plan in place and actively manage the progress.

 
 
 

How We Can Help

 
Andy Osborn Financial Advisor Working at his Computer

Retirement Planning

Chris Pridnia Meeting with a Client

Estate Planning

Josh showing a Client some Documents

Financial Planning

Chris Pridnia meeting with Client in the Conference Room

Education Planning

Risk Management

Chris Pridnia working at Computer

Portfolio Management

 

What questions should I ask as I
plan for retirement?

5 Question to ask Before you Retire PDF