Bluewaters Financial Group

At Blue Waters Financial Group, we are dedicated to helping individuals and families achieve their ideal retirements. Founded in 2010, our company is committed to providing highly personalized service to North and South Carolina retirees, ensuring they effectively manage their needs and plan for the future.

Our Mission

Our team, led by President Norm Shapiro and Vice President Dorothy Shapiro, is comprised of experienced professionals who are passionate about creating customized strategies for retirement income. We understand that every individual has unique goals and dreams, and we strive to listen intently to our clients' needs and build financial strategies that align with their aspirations.

Our Team

Our team is built upon a strong foundation of industry experience, with Norm Shapiro having over 15 years of experience in the financial services industry. As a licensed insurance agent, Norm has helped numerous individuals achieve their retirement goals by creating customized strategies using insurance products. His expertise in the field has been recognized through media appearances on TV and radio shows.

Dorothy Shapiro, as Vice President and Partner, specializes in creating seminar programs to educate clients and potential clients about the importance of creating successful retirement income strategies.

Our Services

At Blue Waters Financial Group, we offer a range of services designed to help individuals and families plan for their retirement goals. Our services include:

• Retirement Income Strategies: We create customized strategies using insurance products to generate income that clients can never outlive.
• Retirement Planning: Our team works closely with clients to understand their goals and create a personalized plan to achieve them.
• Annuity Solutions: We offer a variety of annuity solutions to help clients achieve their income goals in retirement.

Why Choose Us

At Blue Waters Financial Group, we pride ourselves on providing:

• Personalized Service: We take the time to listen to our clients' needs and create customized solutions to meet their unique goals and aspirations.
• Industry Experience: Our team has extensive experience in the financial services industry, ensuring that our clients receive expert guidance and advice.
• Insurance Products: We specialize in using insurance products to create steady and reliable income streams for our clients in retirement.

Contact us today to schedule a meeting and take the first step towards achieving your ideal retirement.