Services

Comprehensive financial planning is a process, not a product. We work hard to foster confidence by anticipating your needs, developing contingency plans, managing risk exposure, minimizing taxes, and helping you work towards your overall financial objectives. We bring clarity, focus, simplicity, and efficiency to your financial plan.

Realizing a comfortable retirement is an extensive process that takes sensible planning and years of persistence. We help connect your wealth and your values so that you can do what matters most.

We work with you to articulate your goals, both in the short and long term. Only after careful consideration of these goals, do we implement forward-thinking investment strategies.

When appropriate, we will help you mitigate risk through the use of insurance products. We will evaluate current policies for adequacy, determine cost-effectiveness, and conduct beneficiary reviews as part of a well-developed risk management plan.

A properly coordinated estate plan can help minimize taxes and maximize control. We strive to accomplish your legacy desires and work with your attorney to ensure compatibility with your overall objectives.

We are your financial advocate. As such, we provide professional advice to help you make educated decisions and tangible progress toward your business and financial goals.

We help you manage business continuity and risk management, in addition to creating a comprehensive financial plan with customized asset management.

Convenient cash management services through LPL Financial allow you to manage long-term investments and day-to-day finances in one account. Services include unlimited check writing, a VISA Platinum debit card, wire transfer services, direct deposit, and online bill pay.

Distinctive guidance for significant wealth. Providing exceptional financial guidance and personalized service in partnership with LPL Financial.

Offering a retirement plan to your employees can benefit you in acquiring highly talented individuals, increasing employee satisfaction and morale, and decreasing tax liability. We offer fiduciary advisory services, plan level advice, and investment advisory services, participant education and advice, ongoing due diligence, and provider analysis.

Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC.

Executive benefit programs provide your top employees with premium level benefits and compensation while being tax-advantageous for both employers and employees. We can assist you in establishing a benefits program to retain top talent and help your business profit and grow.

To be successful, your organization’s continuity plan must be an integral part of your strategic operating plan. We can help you mitigate risk with options to protect your corporation from financial disaster.

Strengthen employee loyalty with corporate 529 plans. Making college savings easy and systematic can become a key differentiator for organizations that are committed to their employees’ entire financial life.

Our advisors firmly believe in independence, objectivity, and thoughtful counsel for the families and institutions we serve.

In an effort to provide greater access to financial planning services in our community, we have developed relationships with local banks and credit unions.

Institutional clients may now have the opportunity to work directly with a Blackbridge advisor through their own financial institution.

Institutional services are available to:

• Banks
• Credit
• Unions
• Foundations
• Endowments
• Corporations
• Municipalities

LPL is the industry leader in supporting investment program services to financial institutions and the advisors who work within them, providing the tools, training, and support needed to offer professional advice and quality products and services to their clients.²

_{¹As reported in Financial Planning Magazine, June 1996-2015, based on total revenue.}

_{²Based on the number of financial institutions served as reported in the 2012/2013 Kehrer Saltzman TPM survey.}