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 Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
For many, retirement includes contributing their time and talents to an organization in need.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some key concepts to understand when investing for retirement
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
It's easy to let investments accumulate like old receipts in a junk drawer.