Our Value to You
Welcome to Blue Aris! Here we blend Financial Advisory services along with our expertise of Technology Consulting Services.
As “Fee-Only” financial advisors, we prioritize your financial well-being by providing a range of services tailored to individuals and enterprises & charge no commissions.
Below is the breakdown of our services offered for your reading pleasures or you can simply watch the video above. Please call us if you need further understanding of our offerings.
Personalized Financial Advice | Your Financial Journey with Us
Financial Advisory Services
Asset Allocation – Diversification and Risk Management
Based on your life goals and objectives – and with our expertise in Investment Advisory we will recommend assets allocation that will work towards your goals and retirement
Risk Assessment & Management – To measure your risk tolerance
Again, based on your life goals and objectives – we will recommend your personal risk tolerance based on our assessment.
Retirement Planning – For you to have a peaceful and enjoyable retirement
Our Financial Advisory will help you in your retirement planning with our objective for you to have more assets and less liabilities at the time of your retirement
Financial Coaching & Education- Our Financial Advisory will educate you to practice better personal finance
Helping you develop your customized personal financial plan, we help you in financial coaching and educate you to practice better personal finance
Financial Assessment – Our Financial Advisory will do an Assessment of your present financial situation.
Before developing your customized financial plan, we help you to understand your current financial situation through a comprehensive financial assessment
Tax Planning – Tax savings planning strategies
Our Financial Advisory will help you with Tax Planning and Tax Harvesting to maximize tax savings. These strategies are suggested to help you when you get your tax prepared by your CPA
Information Technology Sector analysis & equity recommendations – Value added service
BlueAris has 30+ years of working background in the Technology Sector. We drill down the fundamentals to find value for our clients in the fast paced Technology Sector. We recommend value and growth equities that can be driver in your asset portfolios.
Technology Consulting Services
IT Executive Coaching – For IT managers who want to rise and become an executive
Business/Technical Consulting & Contract Staffing – We can help you with IT Talent
Sales/Business Strategy Consulting – To help grow your enterprises top line