Our Specialties
Our expertise is helping professionals consolidate the 401(k) plans that they’ve accumulated during their career. I also assist small business owners with retirement income planning.
401(k) Consolidation
When it comes to your finances, you shouldn’t be scrambling to keep track of multiple accounts in various places. Chances are likely that you have multiple retirement accounts from different employers. Consolidating these accounts can simplify your financial plan, reduce fees, and help you organize your portfolio allocations. We can help you transfer and consolidate your 401(k)s so you can see all your retirement savings in one place.
Schedule a Meeting to Discuss 401(k) Consolidation
Retirement Income Planning
Income planning is a critical element of a solid retirement strategy. A primary financial goal is to have a consistent and reliable stream of income that will last through retirement. We can help you address critical questions, such as how to shift from retirement savings to retirement income, how to estimate monthly income, and how to ensure those assets last.
Schedule a Meeting to Discuss Retirement Income Planning
Additional Services We Offer
We can help you with the following additional services:
Private Wealth Services
Financial Planning
Comprehensive financial planning is a process, not a product. We work hard to foster confidence through the anticipation of your needs, development of contingency plans to deal with uncertainty, management of risk exposure, tax minimization and by helping you work towards your overall financial objectives. We bring clarity, focus, simplicity and efficiency to your financial plan.
Portfolio Management
Your portfolio should be built on your values, goals, and risk tolerance, not just current market trends or accepted generalized strategies. We work with you to discover your goals, both short-term and long-term, and implement investment strategies to get you where you want to be.
Risk Management & Insurance
Insurance helps you cover the risk you can’t afford to take on yourself. We will help you mitigate risk through the use of insurance products, making sure you understand your options. If you are already covered, we can evaluate your current policies for adequacy, determine cost-effectiveness, and conduct beneficiary reviews as part of a well-developed risk management plan.
Wealth Transfer
A properly coordinated estate plan can help minimize taxes and maximize control. We strive to accomplish your legacy desires and will work with your attorney to ensure compatibility with your overall objectives.
Business Planning
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, as well as offer a comprehensive financial plan with custom-tailored asset management.
Retirement Income Planning For Small Business Owners
Transitioning into retirement can be a difficult for anyone, but it’s especially challenging for small business owners to let go of the business they’ve built and make sure they have enough money to carry them through retirement. We can help you calculate how much money you will need to retire and create a plan to meet that goal. We will look at every available income source and map out your retirement income plan so you can feel confident in your future.
Cash Management Services
We want to simplify your finances and help you feel confident in the direction you’re going. 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.
Private Client Services
Distinctive guidance for significant wealth. We provide exceptional financial guidance and personalized service in alignment with LPL Financial.
Corporate Services
Retirement Plan Solutions
As a business owner, you want to acquire and retain highly talented individuals, increase employee satisfaction and morale, and optimize your tax benefits. Offering a retirement plan help you make those goals a reality. We offer advisory services, plan level advice and investment advisory services, participant education and advice, ongoing due diligence, and provider analysis to help you operate and manage your corporate retirement plan.
Executive Benefit Programs
Executive benefits provide your top employees with a premium level of benefits and compensation while offering tax advantages for employers and employees. We can assist you with establishing a benefit program to retain top talent and help your business profit and grow.
Business Continuity Planning
A continuity plan is a critical element of a business owner’s strategic operating plan. We can help you mitigate risk with options to protect your corporation from financial disaster.
Employer Sponsored 529 Plans
Saving for college is an important goal for your employees. Making college savings easy and systematic can become a key differentiator for organizations that are committed to their employees’ entire financial help. We can walk you through the process of setting up and managing an employer sponsored 529 plan to help you employees save more for what matters to them.
Financial Institution Services
Blackbridge Advisors Through Your Own Financial Institution
Our advisors firmly believe in independence, objectivity and thoughtful advice for the families and institutions we serve. In an effort to provide greater access to financial planning services to our community, we have created 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
Investment Program Services
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.