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Blue Waters Wealth Advisors

Contact - (440) 871-4015
Who We Are
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Books and Articles
Pension Builders Name Change
Client Login
Help me! Am I on Track?

Prohibited Transaction Rules That Can Disqualify A Self-Directed IRA

March 4, 2019 Financial Planning Retirement Funding

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29638 Detroit Road Westlake, OH 44145 | (440) 871-4015

Securities offered through Osaic Wealth, Inc. Osaic Wealth, member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory). Fixed and/or traditional insurance services offered through Blue Waters Wealth Advisors. Osaic Wealth, Inc. and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. and Osaic Advisory.. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. Blue Waters Wealth Advisors is only allowed to provide services to clients in states where we are registered or exempt from registration for various reasons. This communication is strictly intended for individuals residing in the states of CO, FL, GA, IL, MI, NY, NC, OH, PA, SC, TX, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Osaic Wealth, Inc. Form CRS
Osaic Advisory Form CRS

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