Private Wealth Management for Select Clients
The Blisk Financial Management Group is an independent wealth management team dedicated to providing retirees, executives, and women in transition with proactive, client-centered planning.
Our objective guidance and collaborative process encourage accountability, consistency, and financial clarity.
Your financial success and peace of mind is our personal mission.
Our clients enjoy the certainty and satisfaction of knowing no stone will be left unturned. We guard against unforeseen risk and limited knowledge which could derail your lifestyle and desired legacy.
Women in Transition
Women have attained unprecedented levels of achievement, position and influence over the past two decades. In fact, money and investing is the last – and perhaps your most important frontier to conquer.
We seek to guide you in understanding the risks inherent with having a large concentration of wealth tied up in one significant investment, such as company stock.
Early investors are now reaching a level of professional, and personal success, and financial standing which moves them beyond automated, impersonal financial asset allocation models and into personal financial planning.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The uncertainties we face in retirement can erode our sense of confidence.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Learn how to harness the power of compound interest for your investments.
Do you have causes that you want to support with donations? Here are three tips.
Women must be ready to spend, on average, more years in retirement than men.
There are hundreds of ETFs available. Should you invest in them?
Why are 401(k) plans, annuities, and IRAs so popular?