Blue Rock Financial Service

Blue Rock Financial is a registered investment advisory firm based in Medford, Oregon and California, offering comprehensive financial services to clients looking to transition from their careers to a more self-directed lifestyle. With a focus on coordinating various tools and techniques, they provide personalized guidance and recommendations to help individuals effectively manage their financial assets and maintain their desired lifestyle.

Blue Rock Financial offers two types of relationships: a guidance relationship, which includes a one-time consultation to assess the client's financial situation and provide specific recommendations, and a managed relationship, which involves ongoing investment management and fiduciary advice. Their pricing schedule includes a minimum fee for comprehensive financial reviews and a percentage-based fee for investment portfolio management, ensuring that clients receive tailored services that align with their needs and goals.

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