Private Wealth Management for Select Clients
The Blisk Financial 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 InvestorsRecording of Event
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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
For many, retirement includes contributing their time and talents to an organization in need.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
It's important to understand how inflation is reported and how it can affect investments.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
A few strategies that may help you prepare for the cost of higher education.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
With alternative investments, it’s critical to sort through the complexity.
Estate conservation is too important to put off. Do you have a smart exit strategy?
How will you weather the ups and downs of the business cycle?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
If you died, what would happen to your email archives, social profiles and online accounts?
Recent changes in estate tax laws could affect the strategy you have in place.