What are the opening hours?

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

Blue Heron Capital, LLC

Home
United States
Englewood, CO
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.

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

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/

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

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

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

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/

07/29/2026

New podcast episode: Retirement Income Planning
Listen here 🎧: https://yourmoneyyourretirement.com/retirement-income-planning-podcast/

Retirement income planning is about more than saving money. It is about creating a plan for where your income will come from when the paycheck stops.

In this episode, we discuss how risk has shifted from employers to retirees and why planning ahead can help reduce the fear of running out of money.

07/23/2026

Annuities can feel confusing, but the basic idea is simple:

You are creating a plan for steady retirement income.

For many retirees, the old “3-legged stool” of retirement has changed. Pensions are less common, which means more responsibility now falls on your personal savings, Social Security, and income strategy.

In this post, we break down:

✅ What an annuity is
✅ How FIAs work
✅ Why some retirees use them
✅ What risks and limits to understand first

An annuity may not be right for everyone, but it can be one piece of a retirement income plan.

Have questions about annuities or FIAs?

Schedule a 20-minute Phone visit with a BHC Team Member

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

https://yourmoneyyourretirement.com/

Alerts

Be the first to know and let us send you an email when Blue Heron Capital, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Blue Heron Capital, LLC: