Trust & Transparency
Clear, honest guidance with no hidden agendas - only what serves your best interest.
About Blue Horizon
A Partnership for Every Season of Life
Independent financial and insurance guidance built on trust, transparency, and relationships that last a lifetime.
Our Story
More Than Financial Advice
Blue Horizon Financial & Insurance Services is an independent financial services firm specializing in helping individuals and families prepare for, plan, and live in retirement.
Our approach focuses on tailored strategies, comprehensive solutions, and genuine relationships built on trust, transparency, and your unique goals. We believe financial peace of mind is the foundation that allows you to truly live - and that the right plan is the one designed around the life you want.
Get in Touch →“Financial peace of mind allows you to truly live.”
What We Stand For
Our Core Values
The principles that guide every recommendation, every conversation, and every relationship.
Independent Objectivity
As an independent firm, our recommendations are driven by your goals, not quotas.
Lifelong Partnership
We walk with you through every season of life, adjusting your plan as your needs evolve.
Meet the Founder
Rod Jones, AFES Instructor
Founder and Managing Partner
With almost two decades of experience in the financial services industry, Rod has made it a point to increase his knowledge in order to better serve his clients with the education they deserve. Although every family and business need may differ, Rod focuses on providing valuable insight through education to help clients make decisions based on their personal needs. Rod’s dedication to this industry derived from a personal experience in 1992 when his mother suffered a stroke which caused financial ruin.
Because of this personal experience, it has become Rod’s passion to educate families and business owners by offering a more holistic approach to their planning needs. Rod specializes in building your trust as a client first, followed by providing the right solutions to your planning needs.
Areas of Expertise
Ready to Take the Next Step?
Let’s Build Your Brighter Tomorrow
Schedule a no-obligation consultation and discover how we can help you reach your financial goals.