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Blisk Financial Group

Complimentary Consultation 

Call Today  (800) 262-3458

Offices in McLean, VA and Hilton Head Island, SC

Executives Retirees Women in Transition Early Investors

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.

Retirees

Blisk Financianl Management Group - Retirees

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.

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Women in Transition

Blisk Financianl Management Group - Women

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.

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Executives

Blisk Financianl Management Group - Executives

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.

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Early Investors

Blisk Financianl Management Group - MillenialsRecording 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.

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Helpful Content

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Options When Your CD Matures

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

 

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

The Business Cycle

How will you weather the ups and downs of the business cycle?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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