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Services

Grow Your Wealth

The Right Partner for Your Financial Future

At Bluehaven Strategies, we offer a wide range of personalized financial services tailored to help you build, manage, and protect your wealth. Whether you’re planning for the future, optimizing your current financial structure, or navigating complex financial decisions — we’re here with expert guidance every step of the way.

Initial Consultation – $299.99

Begin with a focused one-on-one strategy session. We review your full financial picture and build a clear roadmap for your next decisions.
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Credit Analysis and Counseling – $165.95 / hour

A detailed look at your credit profile with personalized counseling to help you understand, repair, and strengthen your standing.
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Tax Optimization and Filing – $799.99 / return

Reduce what you owe and file with confidence. We identify deductions and credits and prepare an accurate, optimized return.
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Education Fund Strategy – $699.99

From 529 plans to alternative education savings, we craft a plan to fund your family’s education goals with confidence.
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Spending and Budget Optimization – $1,479.99

A complete review of your household cash flow with a practical, sustainable budget designed to put more of your money to work.
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Generational Wealth Transfer Strategy – $1,099.99

Whether receiving or passing on wealth, we help you move assets thoughtfully across generations while protecting what matters.
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Retirement Pension Planning – $1,999.99

Plan your retirement with clarity. We help you map income sources, pensions, and savings into a secure long-term plan.
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Legacy Planning – $2,459.99

Craft a clear plan for your family’s future, aligning your estate, wishes, and values into a lasting legacy.
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Asset Growth and Wealth Advisory – $3,399.99

Professional, personalized asset-growth planning to help you build and manage long-term wealth with a steady strategy.
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Holistic Financial Plan – $4,999.99

Our all-inclusive plan gives you a complete, coordinated strategy across every area of your financial life.
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Frequently Asked Question

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Have questions about how we work or what we offer? Here are some common answers to help you get started with confidence.

We offer fully customized strategies with a personal touch, backed by years of real-world experience and a client-first approach.

 

Do you offer services for both individuals and businesses?

Simply reach out through our contact page to schedule an initial consultation. We’ll assess your needs and map out a clear financial plan.

Bluehaven Strategies provides personalized financial consulting to help individuals and families build stability, grow with confidence, and navigate their financial future with clarity.

Phoenix Advising LLC
12000 Ashton Manor Way STE 306, Orlando, FL 32828
(866) 978-0979 · Outreach@bluehavenstrategies.com

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© 2025 Bluehaven Strategies. All rights reserved.

Phoenix Advising LLC is not a financial advisor, financial consultant, or legal advisor. Governed by Florida law. Services available to individuals 18 and older.