You earn more.
But it gets more complicated.
Bad elections aren’t rare.
They’re permanent.
Your compensation isn’t just a salary anymore.
It’s bonus, stock, deferred comp, and tax timing.
So what do most people do?
They guess, rely on fragmented advice, or delay until the deadline. Then they submit it.
And once it’s submitted… It’s locked.
Fast Turnaround
Full analysis in 3-4 days
Confidence Over Complexity
No forms, no complexity, just expert clarity
Tax-Efficient Wealth Strategies
Turn salary, bonus, and equity into a more tax-aware, long-term wealth creation
The BluePages Benefits
The BluePages Benefits
Built specifically for deferred compensation decisions.
Not generic financial planning.
Dedicated Expert
Speak directly to a specialist
Deferred Comp Planning
Simple Pricing
STOP OVERPAYING ON TAXES
BluePages turns that moment into a clear decision.
Finally, real expertise in deferred compensation planning.
Most wealth advisors don’t touch it.
We specialize in it.
01
Built for High Earners,
Run by True Specialists
We aren’t generalists. We specialize in deferred compensation—something most wealth advisors avoid because it’s complex. With 30 years of experience, we make it simple.
02
Executive Playbook,
Not Generic Advice
Most executives make costly mistakes with DC elections. We help clients fix poor timing, avoid tax traps, and shift from lump sums to smarter, phased payouts—often unlocking six-figure tax savings.
03
High-Impact Tax Planning Strategies
We guide clients through complex compensation decisions to help improve long-term tax efficiency and financial outcomes.
As financial planners, we collaborate with your CPA or tax advisor to ensure all strategies are coordinated.
One Time Strategy Session
+ Deferral Playbook
$5,000
During Open Enrollment.
For high earners who want a clear plan and expert support.
Personalized tax deferral strategy
Live strategy session with an expert
Written report tailored to your goals
Email support during enrollment
Accelerated delivery due to high demand
Most Popular
Executive Concierge
$12,500/year
For complex equity, exit, or early retirement planning.
Ongoing tax planning across salary, bonus, stock awards
Online access to BluePages financial planning software and family financial plan
Priority access and white-glove support
Semi-Annual check-ins
401(k) Allocation and Management
Up to $1 million of outside AUM included at no charge
Help navigating exits, sabbaticals, and early retirement
One Time Strategy Session
+ Deferral Playbook
$2,500
Off Season.
For high earners who want a clear planand expert support.
Personalized tax deferral strategy
Live strategy session with an expert
Written report tailored to your goals
Email support during enrollment
Trusted by High-Income Executives at Top-Tier Companies
Meet BluePages Founder
Rusty Holcombe, founder of today’s Holcombe Financial, took over from his father in 2007 after growing up in the family’s retirement planning firm. Early exposure to client experiences shaped his vision: a firm that honors the rarity and fragility of wealth. To help clients make smarter decisions, he authored the award-winning You Should Only Have to Get Rich Once and developed proprietary financial planning software, BluePages.
CEO + Strategist
Rusty Holcombe
Russell and his wife Regina live in Sandy Springs, GA and spend weekends growing cut flowers at their farm and running very long distances.
How You Get to the Right Decision
Clarity
in One Call. Confidence
for Years.
With BluePages personal approach, you get the same tax strategies Fortune 500 insiders use, personalized to your goals.
01
One Pay Stub, One Tax Return and Prior Deferred Comp. Elections
Our encrypted system instantly scans your docs—no forms or spreadsheets.
02
See Your Optimized Scenarios
Tax impact, cash flow, future income.
We instantly identify optimal deferral amounts and timing strategies.
03
Make Your Election With Confidence
We walk you through exactly how much to defer and when, with side-by-side tax and cash flow projections.
04
Your Personal Playbook
You receive personalized recommendations to optimize your deferred compensation plan before the deadline locks it in.
