We are a full-service institutional retirement consulting and financial services firm specializing in all areas of retirement plan consulting, participant education and private wealth management.
Blackbridge Financial helps manage fiduciary liability while enhancing investment opportunities and helping participants work towards financial independence.
Comprehensive Financial Planning
We believe most people, unfortunately, are sold a product to fit their plan, or have not integrated the different pieces (investments, taxes, estate, etc) of their situation. On the contrary, we believe financial planning is a process and not a product, and we implement a strategy only after consideration of your total situation.
Our investment approach is based on common-sense principles that integrate comprehensive financial planning with asset management. We focus on longevity risk rather than just market risk, and seek return efficiency rather than just total return.
We first determine an asset allocation plan based on your overall goals, and tailor a portfolio to your needs and not just a simple model. Thereafter, we implement with tax- and cost-efficient securities, integrate with other aspects of your financial situation, and dynamically adjust as circumstances warrant.
Wise tax planning is a crucial tool in preserving your hard-earned assets and allowing them the potential for growth. We proactively offer strategies that might minimize past and future tax obligations, as well as work with your tax advisor to ensure integration with your overall objectives.
A properly coordinated estate plan can help maximize control and can help minimize taxes. We will assess your situation and overall goals, make specific recommendations to accomplish your legacy desires, and work with your attorney to ensure integration with your overall objectives.
Insurance can be an important component to any retirement plan or strategy – but only if the situation warrants such use. Thus, we will evaluate your current insurance policies, as well as offer access to a broad array of life and long term care insurance products and companies (we are not affiliated with any specific carrier).
Our Private Wealth approach is based on common-sense principles that integrate comprehensive financial planning with efficient asset management.