Your NeedsOur goal is to make sure your financial goals are met. We strive to do what’s right, and what will work best for your specific needs. There’s no one-size-fits-all solution here. We tailor your plan just for you.
Watch a short video about the journey we’re on and how that can help you with your financial journey.
The Greatest Part
Helping you with your needs.We would like to help you reach your goals. Our focus is on comprehensive, tax-advantaged plans that provide sound preservation of capital, growing income and increased returns with reduced risk. When you become a client, we’ll assist you in these areas:
- Tax Planning & Preparation
- Retirement Planning
- Protection Planning
- Employee Benefit & Optimization
- Debt Payment Structuring
- Estate Planning
We will work with you to choose the best investment strategies, and we’ll modify them as your life changes as well. Planning investments can be a very involved process, and we’ll walk with you and advise you to make smart decisions about your investments every step of the way.
[i] NCHS Data Brief, Number 168, October, 2014[ii] Fast Facts & Figures About Social Security, 2014, Social Security Administration
Today, a competitive employee benefit package can play an important role in an individual’s employment decision making. Our advisors compile your employer’s benefit package information and analyze and review your options to give you the best recommendations. We help you evaluate what insurances are available to you and what benefits you should take advantage of. We help you sort through issues such as: retirement plans, medical insurance, life insurance, disability, dependent care, savings accounts, health savings accounts, and flexible savings accounts.
Building an appropriate estate plan includes managing the drafting of documents, (wills, revocable trusts, powers of attorney, etc.) and managing inventory assets both during life and after. We coordinate with estate-planning attorneys in order to help you sort through those key decisions when creating your individualized estate plan.
Let us help give you the best of both worlds: Traditional values. Innovative financial solutions. We encourage you to find out more, and learn whether Blumark is right for you.