Blue Heron Capital, LLC

Blue Heron Capital, LLC At Blue Heron Capital, we believe in helping people plan to live their best retirement. Our process is designed to accurately address those needs.

There’s a good chance you have many financial needs as you approach retirement - a complete risk analysis, retirement income, tax planning, estate considerations, integrated planning and more. With so many things dependent on the health of your finances, it’s vital to make the right financial choices. At Blue Heron Capital, we offer a blend of solutions to create comprehensive retirement plans for

our clients. Some of our services include:
•Retirement Planning
•Investment Portfolios
•Wealth Accumulation
•Asset Protection
•Income Planning
•Social Security Planning
•Tax Planning
•IRA, 401(k) and other retirement account rollovers
•Long-Term Care
•Life Insurance
•Estate Planning

We can help answer your questions, including:

•Will I outlive my money?
•Will taxes derail my retirement?
•Are there strategies that can reduce taxes for me and my heirs?
•Is there too much risk in my current investments?
•What are my options for my Simple IRA, 401(k), 401(a), 403(b), TSA and other retirement accounts with my current and/or former employers?
•How do I make sure my children and beneficiaries will receive as much as possible from my retirement accounts and estate?
•What impact will a catastrophic illness have on my family and finances?
•What do I need to know about wills, trusts & probate?
•Are my beneficiary designations up to date? We have helped many people just like you with similar issues and concerns. We can help you create your retirement plan that is designed to address your individual situation.

What habits could help you stay disciplined through retirement?Knowing your retirement income needs, considering tax div...
09/08/2026

What habits could help you stay disciplined through retirement?

Knowing your retirement income needs, considering tax diversification, planning for withdrawals, rebalancing thoughtfully, and getting another perspective can all support a more intentional retirement planning process.

Download the FREE Blue Heron Retirement Toolkit: https://yourmoneyyourretirement.com/retirement-toolkit/

Have you thought about who ultimately pays the taxes on your retirement accounts?Withdrawals from tax-deferred accounts ...
09/03/2026

Have you thought about who ultimately pays the taxes on your retirement accounts?

Withdrawals from tax-deferred accounts may create tax considerations during your lifetime, while heirs may inherit their own tax obligations. Thoughtful retirement planning considers both today’s income needs and tomorrow’s legacy.

Listen to the full episode on our podcast: https://yourmoneyyourretirement.com/preserving-and-optimizing-your-401k-2/

Should you pay off debt before you retire, or is that not always the right move?It's one of the most common questions we...
08/31/2026

Should you pay off debt before you retire, or is that not always the right move?

It's one of the most common questions we hear. The truth is, debt management plays a bigger role in retirement income planning than most people realize. Carrying certain debts into retirement can affect your monthly cash flow, your tax situation, and how you draw from accounts like your IRA or 401(k).

There's no one-size-fits-all answer, which is why it's worth discussing your specific situation with a fiduciary advisor.

Schedule a 20-minute phone visit with us to discuss more: https://calendly.com/blueheroncapital/20min

If something happened to you tomorrow, would your family know exactly what to do?Estate planning isn't just for the weal...
08/26/2026

If something happened to you tomorrow, would your family know exactly what to do?

Estate planning isn't just for the wealthy, it's about making sure your wishes are clear and your loved ones aren't left guessing.

In this episode, we talk through the basics of legacy planning, from beneficiary designations to how it connects with your broader retirement tax planning.

Listen to the full episode on our podcast:
https://yourmoneyyourretirement.com/legacy-planning/

Roth conversions are a tax planning tool that could make sense at various income levels, depending on your tax bracket, ...
08/20/2026

Roth conversions are a tax planning tool that could make sense at various income levels, depending on your tax bracket, timeline, and goals.

Swipe through for the basics of how they work and what to weigh before converting, including the tax bill due in the year of conversion. This is general education, not a recommendation, so please consult your tax advisor.

Schedule a free 20-minute phone visit to see how this fits your retirement plan: https://calendly.com/blueheroncapital/20min or call (720) 488-8604

Are you playing it too safe with your retirement savings, or taking on more risk than you realize?It's a balancing act, ...
08/18/2026

Are you playing it too safe with your retirement savings, or taking on more risk than you realize?

It's a balancing act, and getting it wrong in either direction can affect your retirement income. In this episode, we talk through how to think about risk as you move from saving to spending, and why the right balance often shifts as retirement approaches.

Listen to the full episode on our podcast:
https://yourmoneyyourretirement.com/the-retirement-tightrope/

08/12/2026

Sometimes early retirement isn't your choice. A layoff or restructuring can end a career years ahead of plan.

The people who handle it best often have one thing in common: a written retirement income plan already in place.

It answers the questions that cause the most stress, like how to cover health insurance before 65 and where your income comes from once the paycheck stops.

Schedule a free 20-minute phone visit to see how this fits your retirement plan: https://calendly.com/blueheroncapital/20min or call (720) 488-8604

Advisors can differ in how they're paid, what standard of care they follow, and whether they specialize in retirement in...
08/10/2026

Advisors can differ in how they're paid, what standard of care they follow, and whether they specialize in retirement income planning or estate planning at all.

This episode breaks down what to look for so you can find the right fit for you and your family.

Listen to the full episode on our podcast: https://yourmoneyyourretirement.com/is-your-financial-advisor-the-right-fit/

08/06/2026

Growing your money and making it last through retirement take two different kinds of planning.

A retirement specialist knows the challenges that show up after the paycheck stops, so we can ask the questions you didn't know to ask.

And at Blue Heron Capital, we get to know you first, who you are and what you want, before we touch the numbers.

Want retirement planning that actually feels personal?

Schedule a free 20-minute phone visit to see how this fits your retirement plan: https://calendly.com/blueheroncapital/20min or call (720) 488-8604

When's the last time you really looked at what's inside your 401(k)?Most people set it and forget it, but your 401(k) pl...
08/04/2026

When's the last time you really looked at what's inside your 401(k)?

Most people set it and forget it, but your 401(k) plays a bigger role in your overall financial picture than just retirement savings. In our latest episode, we talk about 401(k) planning strategies, how it connects to your future tax bill, and what to think about as retirement gets closer.

Listen to the full episode on our podcast: https://yourmoneyyourretirement.com/your-401k-is-not-a-retirement-plan/

Address

2 Inverness Drive E. , Suite 106
Englewood, CO
80112

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17204888604

Website

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