Terrance Green (CFP®, MBA)

Terrance Green focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Our financial plans are not boilerplate documents that are churned out at the press of a button. Our planning process is dynamic, meaning we build the plan together.  We want you to be excited about your financial goals, trust the assumptions, have a high success rate, and be comfortable with the implementation. We detail out our specific recommendations and the actions that you need to take.

Additional Information

Blue Water is a Fee-Only advisory firm in Apex, NC offering specializing in retirement planning and investment management services. The hidden-agendas, high costs, sales-focused advice, and marketing spin of other “financial advisors” do not apply here. We are the real deal – a true consultant, with the bottom-line always in mind. Our philosophy is straight-forward – individualized, unbiased advice and great service at a reasonable price.

NAPFA Start Date

December 06, 2004


This Office

315 S Salem St # 422 Apex, NC 27502-1863 Phone: (919) 346-8644 Fax: (858) 228-5151