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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Couples may be able to head off many of the problems in a marriage that money can cause.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
How to help determine life insurance needs to provide for your family after you pass away.
It may help your business be better prepared in the event of the death of a principal or key employee.
As our nation ages, many Americans are turning their attention to caring for aging parents.
What can be learned from the savings rate?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
When do you need a will? The answer is easy: Right Now.
$1 million in a diversified portfolio could help finance part of your retirement.
What are your options for investing in emerging markets?
Recent changes in estate tax laws could affect the strategy you have in place.
There are three things to consider before dipping into retirement savings to pay for college.
Have you found yourself suddenly single? Here are 3 steps to take right now.