Our Services

At Blackbridge Financial, each client receives a customized experience. The services you need are unique to the needs and desires of you and your family.

Individuals

Here is a list of the services our clients frequently find helpful:

- Financial Planning
- Investment Management
- 401k Allocation
- Insurance – Life Insurance, Long Term Care, Disability Insurance
- Retirement Plans
- College Savings
- Wealth Preservation Strategies
- Estate Planning
- Tax Strategies

Business Owners

- Succession and Estate Planning
- Business Retirement Plans (401(k), SEP IRA, SIMPLE IRA, etc.)
- Business Protection Planning
- Tax Strategies

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