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Welcome to Bluewater Financial Planning Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Your Future is Our Focus

Creating Memories...

Creating Memories...

Our mission is to get to know and understand you needs, wants, and long-term goals. we want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

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Always looking forward and planning ahead

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Comprehensive Financial Planning

Comprehensive Financial Planning

We create strategies that are tailored to your needs and goals.

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Wealth Management

Wealth Management

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Legacy/Estate Planning

Legacy/Estate Planning

Years of experience have prepared us to guide you through your life transitions.

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Where Do you Want Your Financial Roadmap to Take You?

Where Do you Want Your Financial Roadmap to Take You?

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

We strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

Phone: 615.933.3137

Email: djumper@financialguide.com

Office location: 12 Cadillac Dr Suite 440, Brentwood, TN 37027

Office hours: By appointment only