skip navigation

40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Our Firm

 Blu Dot Financial, LLC was established to provide the medical community with a trusted resource for financial education, products and services.  By combining the financial and medical backgrounds of the founding partners, our firm is uniquely positioned to address the monetary challenges faced by our clientele.  In an ever changing economy, we welcome the opportunity to "tailor fit" a program 
 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck