Financial Planning Solutions

Kellie Blanco’s financial planning philosophy is to help clients follow a well-thought-out-plan that will help begin your journey toward financial security. We take into account all the aspects of your financial situation—including current investments, estate plans and trusts, wills, taxes, insurance and more—and then apply that information to provide you with the following array financial solutions:

◼︎ Net Worth Analysis
◼︎ Retirement Planning
◼︎ Cash Flow
◼︎ Income Planning
◼︎ Beneficiary Review
◼︎ Risk Management
◼︎ Estate & Legacy Planning
◼︎ Investment Related Tax Strategies

Wealth Management Solutions

As you near retirement, you may find that your attitude about risk begins to change. Managing your wealth for market downturns and inflation is an important part of your holistic retirement plan.

Our retirement planning process includes asking questions that will identify your comfort with various levels of investment risk. We’ll discuss the following:

◼︎ How tolerant are you of market volatility and losses in retirement?
◼︎ What current risks are you taking with your financial assets?
◼︎ Are your current holdings and strategies consistent with your risk tolerance?
◼︎ Are your assets well-positioned to survive significant market corrections?
◼︎ How effective are your current retirement strategies?

During these discussions, we will gain a clear, mutual understanding of each client’s risk tolerance. That understanding will then put us in the best possible position to develop a comprehensive financial strategy that appropriately balances safety and growth. And that plan will include retirement products and strategies designed to help manage your wealth.

Investment platform

Kellie knows that your financial planner must provide a comprehensive platform for your investments. So when you work with Kellie, you will benefit from these investment platforms and services:

◼︎ Sigma Financial Corporation, a 9-time Broker-Dealer of the Year recipient
◼︎ Fidelity/National Financial Services investment platform, to serve as custodian for your assets.
◼︎ We also have access to a broad range of money management platforms.