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“They quickly put our minds at ease as they helped us see how our assets would carry us into the future, how we could plan better for the future.”

– Cathy R.
Dalton, GA

Plans fail for lack of counsel, but with many advisers they succeed.

Proverbs 15:22

How Can We Help You Best?

Fill out the form below and tell us which services you would like to discuss with a financial advisor.

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*At Blue Trust we are committed to safeguarding the information you provide us. Learn more about the privacy of your information. By submitting this form, you are consenting to receive marketing emails or telephone calls from: Blue Trust, 1125 Sanctuary Parkway, Suite 500, Alpharetta, GA, 30009, US,

Want To Send Us More Details?

You can send us more details about your financial situation by completing this online questionnaire. Based on the information you give us, we’ll get in touch to discuss how our services can help you address your financial questions. If you decide to work with us, we then send the necessary paperwork to initiate the relationship.

Please complete as much of the questionnaire as you can easily answer (information that may be time-consuming to retrieve can be obtained later, if needed). The data provided will allow us to assess your situation and provide you with a custom quote for services.

The quote will include:

  1. The type of arrangement that we propose (financial planning, investment management, or both)
  2. The services you will receive if you choose to retain our assistance
  3. Detailed fee information

All information received from you is kept confidential.