Nancy Yee's Contact Details

Nancy Yee's Company Details

Bluestone Financial Advisors, LLC

Bethesda, MD, United States • 1 - 10 Employees
Financial Services

Bluestone provides financial planning, consulting, and investment management services. We provide these services through the "Bluestone System", a detailed financial support process created for entrepreneurs. Bluestone helps entrepreneurs integrate many different aspects of their personal and business lives, including:  Cash assets  Securities portfolios  Business assets  Real estate  Personal insurance  Estate and business succession planning  Health Advisory services are unique to each asset type, but generally include some combination of review, analysis, recommendations and planning. Such services incorporate an understanding of how assets are interrelated. System deliverables capture information about each client's circumstances, communicate recommendations, and facilitate planning and goal setting. The Bluestone System is offered on a fixed fee retainer basis. This compensation model has been carefully chosen and is a very important part of the Bluestone System. From the client's perspective, we think it is the preferred approach for mitigation of conflicts of interest when delivering advisory services across a broad range of asset types. The Bluestone System is a comprehensive range of integrated financial advisory and consulting services which includes both investment management services (discretionary, non-discretionary, and assets under advisement services for securities portfolios), and non-investment related advisory services (cash management, business assets, real estate, personal insurance, estate and business succession planning, and health management).