Our Services

We are here to help you manage your greatest financial concerns.

We can truly cater financial and retirement plans to match your needs, goals and circumstances. With an unbiased approach, we offer comprehensive investment, management and financial planning.

What we do:

Our team of advisors can help you implement investment strategies and goal planning as well as retirement and distribution strategies. We determine your risk tolerance and create a plan to manage risk as markets fluctuate. As you move through each stage of life and your needs change, we collaborate as a team to help you manage and conserve your estate.

We answer important questions many clients frequently ask:

  • When can I retire?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped numerous people resolve these and other financial uncertainties. We specialize in extensive wealth management, asset management, and insurance brokerage services.

Wealth Management Services

  • eMoney–Personal online account access website
  • Wealth Monitor–Robust performance and holdings reporting
  • Planning Services–Retirement, education, estate and goal planning
  • Portfolio Analysis
  • Professional Collaboration–Work with your other advisors as needed
  • Educational Information–Access to research, newsletters, white papers and planning tools

Asset Management Services*

  • Broad access to a wide variety of investment products and services
  • Investment objectives, risk tolerance and needs analysis
  • Portfolio analysis and design
  • 401(k) allocation assistance
  • Traditional, tactical and alternative investment diversification
  • Principal protection and portfolio insurance strategies
  • On-going investment reviews and reallocations
  • Tax withholding, tax loss harvesting, reporting and assistance
  • Retirement income planning
  • Required Minimum Distribution and 72(t) systems and follow up
  • IRAs, rollovers and trust management
  • FDIC CDs, Equity-Linked CDs and Market Participation Deposits

*Offered through Securities America Advisors.

Insurance Brokerage Services

  • Life, disability, LTC and health insurance
  • Group insurance
  • Employee benefits
  • Benefits for executives and business owners
  • Insurance review, planning, quotes and service

To learn more about our services, call 800-473-9797

Some products and services offered through various strategic alliances including Tax Preparation, Wills, Trust documentation and Real Estate Transactions would not be offered directly by Blakeney Financial Group.

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