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Financial Investment Mentorship

Book your 30 minute free mentoring session now!

Service Description

This 30 minute mentoring session is free and designed to be scheduled no earlier than one week prior to execution. This advance scheduling is to allow for individuals to provide advance insight into topics of interest via our online registration form in order to facilitate BWA consultants ample time to prepare for the online mentoring discussion.

 

Do you already have a well-designed financial plan to achieve you and your family's specific goals...financial freedom in retirement, leaving a legacy, child's education, buying a boat or house? Do you know what to do with your TSP once out of the service? Do you know when you would like to retire, and more importantly, how much you'll need to make that happen? This session is ideal for those transitioning (or in career progression) who feel a discussion surrounding one's financial plan (whether you currently have one or not) would be of value. John Picco served over 28 years in the Navy and is an experienced professional focused on serving transitioning military members. BWA is pleased to offer John and his expertise as a highly qualified partner.

Cancellation Policy

To cancel or reschedule your on line interview assessment please do so within 3 days of scheduled on line event. Cancellations made inside of that time cannot be supported.

Contact Details

Info@bluewater-advisors.com