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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
It's important to make sure your retirement strategy anticipates health-care expenses.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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 a hypothetical fixed annuity with an account where the interest is taxed each year.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Recent changes in estate tax laws could affect the strategy you have in place.
What are your options for investing in emerging markets?
There’s an alarming difference between perception and reality for current and future retirees.
Investors seeking world investments can choose between global and international funds. What's the difference?