Our Process

While developing a customized, risk appropriate, financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to support your vision and objectives. Using MoneyGuide Pro software, we can determine your probablilty of success and then help you execute a sound financial program utilizing the following products and services:

*MoneyGuide Pro is a financial planning software company, and is not affiliated with Blackwell Financial Services or LPL Financial.

Investments

  • Bonds
  • Common Stocks
  • Education Savings
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Your Employer's Retirment Plans
  • Profit Sharing Plans
  • Money Purchasing Plans 
  • Marriage Financial Planning
  • New Family Financial Planning
  • Estate Planning Strategies

Insurance

  • Life Insurance
  • Disability Income Insurance
  • Long-Term-Care Insurance