SERVICES TO OUR CLIENTS NOT IMPACTED BY USPS SLOWDOWN

Effective October 1, 2021, the United States Postal Service (USPS) changed their standard of service for First Class Mail and periodicals traveling longer distances. This could cause delays in some mail sent to and from Blackwell Financial Services (BFS) and companies associated with your investments. 

While we still use the United States Postal Service, we no longer need to depend on the USPS to move documents between you our clients, BFS, and LPL Financial. Following our Freedom Through Choice promise you can now take advantage of the following innovation that provide quick and easy access to the BFS Team, your accounts, and your documents - no stamps required.

  • Secure messaging system that allows sending texts, files, and pictures.
  • Secure digital fax system allowing instant file transfers (888.660.5065).
  • Secure encrypted email document delivery (bfs@lpl.com).
  • Secure online document signing using DocuSign.
  • Use our website for 24/7 access to schedule a phone, video, or in-person appointment with Pete. Just click the blue Schedule an Appointment button at the bottom left of every page.
  • Online access through Account View to view all account information as well as your monthly and annual account and tax statements.
  • Eliminate most financial statements in your mail using the Account View paperless option.

Call our office Monday through Friday 8:00 a.m.- 4:30 p.m.  You can also leave a message 24/7 and we will return your call as soon as possible (509-359-9788). Follow us on Facebook, Twitter, and Linked In.



IMPORTANT NOTICE: 

If you are a wage earner in the State of Washington, you will begin paying a new tax beginning January 1, 2022 of 0.58 percent of your earnings for state-run Long-Term Care Insurance. If you currently have your own long term care insurance that has been in effect before November 1, 2021, you can apply for a life-time exemption from this program.  Go to https://wacaresfund.wa.gov/wp-content/uploads/2021/10/Instructions-Apply-for-an-Exemption.pdf.

While you have until December 31, 2022 to apply for exemption, you will pay the tax until the beginning of the quarter after your application is approved. The sooner you apply and are approved, the sooner you will be removed from this new tax. Questions? Click on the “Schedule an Appointment” button at the bottom left of the screen to schedule a phone, video, or in-person visit with Pete.