Confidence today. Brighter tomorrows.
A Brighter
Tomorrow Starts
with a Clearer
Today
Personalized financial strategies to help you retire with
confidence and live the life you’ve worked so hard for.
Independent &
Client-Focused
Personalized
Strategies
Comprehensive
Solutions
Lifelong
Partnership
OUR SERVICES
Plan for What Matters Most
We offer a comprehensive range of financial and insurance solutions designed to help
you protect what you have and build the future you want.
Retirement Planning
Create a confident, sustainable retirement income strategy.
Wealth Management
Grow and preserve your wealth with personalized guidance.
Insurance Solutions
Protect what matters most with comprehensive coverage.
Legacy & Estate Planning
Leave a lasting impact for your loved ones.
College Funding
Help the next generation reach their dreams.
Tax-Efficient Strategies
Keep more of what you earn.
About Blue Horizon
More Than Financial Advice - A Partnership for Life
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.
“Financial peace of mind allows you to truly live.”
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
Tax Diversification StrategiesLife Insurance OfferingsAnnuitiesRoth ConversionsIndividual & Group DisabilityIndividual & Group Health CareSmall to Large Employee Plan BenefitsRetirement PlanningEstate PlanningKeyman InsuranceBuy-Sell Agreements401(k)457403(b) RolloversCompany PensionsDebt Elimination
OUR PROCESS
A Clear Path to Your Future
Our three-step planning process helps you move forward with clarity and confidence.
Discover
We learn about your goals, values, and current situation.
Design
We create a personalized strategy tailored to your needs.
Deliver
We implement your plan and keep you on track for the long term.
Plan With Numbers
Explore quick, illustrative tools to help you think through retirement income, savings,
and taxes.
What Our Clients Say
Trusted by Individuals & Families
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.
RESOURCES
Insights for a Brighter Financial Future
5 Steps to a More Confident Retirement
Retirement today looks very little like the retirement your parents imagined. It is longer, more active, and more financially complex. ...more
Retirement Income
October 27, 2026•2 min read
Guidance Today. Greater Tomorrows.
Blue Horizon Financial & Insurance Services is an independent financial services firm. Insurance and securities products are offered through appropriately licensed representatives. This website is for informational purposes only and does not constitute investment, tax, or legal advice. Any testimonials shown are illustrative and not a guarantee of future results.
© 2026 Blue Horizon Financial & Insurance Services. All rights reserved.