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Private Wealth Services & Investment Advisory | Blackbridge Financial | SERVICES
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SERVICES

Blackbridge Financial

Our experienced team of seasoned professionals are focused solely on your success. Each advisor is backed by the resources of LPL Financial, the nation’s largest independent broker-dealer*, and is dedicated to implementing strategies tailored to your unique goals.

*As reported in Financial Planning Magazine, June 1996-2015, based on total revenue.

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.

Retirement & Income Planning

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.

Portfolio Management

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

Risk Management & Insurance

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.

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.

Cash Management Services

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. Providing exceptional financial guidance and personalized service in partnership with LPL Financial.

Corporate Services

Retirement Plan Solutions

Offering a retirement plan to your employees can benefit you- in acquiring highly talented individuals, increasing employee satisfaction and morale, and having the advantage of tax benefits.  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

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

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.

Employer Sponsored 529 Plans

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 help.

Financial Institution Services

Blackbridge Advisors Through Your Own Financial Institution

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

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

Institutional clients now may 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.

 

Based on number of financial institutions served as reported in 2012/2013 Kehrer Saltzman TPM Survey.
the best of both worlds
The Value of an Investment Client to a Bank or Credit Union
Transparency. Integrity. Service. Dedicated to Connecting You with Your Future.