Wealth Investment Planning | Blackwell Financial Services WA

Important Info Regarding the Washington Cares Fund

01. About Us

We are committed to delivering personalized investment management and strategic wealth planning tailored to meet your unique needs. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a company, our primary focus is to understand your objectives and formulate a comprehensive plan to pursue them. We prioritize personalized meetings to present a thorough analysis and discuss our recommendations.

03. Our Process

A robust planning process stands as the cornerstone for establishing a financial plan. Crafting a financial plan is not only essential for addressing your current needs but also for strategically planning for the future in a tax-efficient manner.

Our Services

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter.

Charitable Giving

Presently, the tax code offers incentives for gifting of one’s assets or incomes. Tax deductions are given for current contributions and, for estate owners, charitable gifts can reduce the size of the estate to help minimize estate taxes.

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Life Insurance

A popular misconception about life insurance planning, is that it’s something to do with ensuring others (your policy beneficiaries) enjoy the fruits of your insurance once you’ve passed.

Education Planning

Like Retirement Planning, which has to commence long before you enter into retirement, Education Planning (for yourself or your children) needs to occur well before mature learners or young scholars are poised to embrace higher education.

Succession Planning for Business Owners

When entrepreneurs start a business, the last thing on their minds is succession planning. Most business owners spend a lot of time – as they should – on Operations Plans, Marketing Plans, Capital-spending Plans, Maintenance Planning, Staffing Plans…and more.