Our aim is to organize and simplify our client’s financial life.
Making wise financial decisions doesn’t have to be wildly complex. However, it is a serious job that must be done with care. We do not bring any agenda to our recommendations. Our guidance is based solely on your objectives.We personify this with our motto: Your Future, Planned with Care.
Financial Planning
At Blackburn Financial, building a financial plan is the first step. Through the financial planning process, our client's uncover opportunities and risks, and gain a road map to reaching their financial goals.
Many investment management firms begin by attempting to determine your maximum “risk tolerance,” and then an investment portfolio is chosen with that maximum risk in mind. This is backwards to us. We want you to experience the minimum level of risk, while still on track to reach your goals.
The road-map we build forms the foundation of your investment plan. The plan may show that you can invest conservatively, and still reach your goals. On the other hand, you might learn that you do need growth in order to reach these goals. The point is: You will know what it will take to get you where you want to be. Then, we can work together to get you there.
Financial planning is an important tool in building an appropriate investment portfolio. Therefore, if you are an investment management client, we provide this service at no charge to you.
Investment Management
Financial planning provides the road map to your goals; investing is the engine to get you there. Good investment management doesn’t have to be rocket science. In fact, simpler is often better.
It’s important to avoid the most common investor mistakes, which are common exactly because they are easy to make. The human mind is almost hard-wired to be terrible at investing. We’ve seen it all: Too much money tied up in savings accounts, emotional selling, too much risk, high-fees, lack of true diversification, no tax strategy, etc…
These little things are not little things – they add up. We can help.
Unbiased and independent
As an independent financial advisory firm, we answer only to our clients.
Because we are a Registered Investment Advisor (RIA), we are proud to work as a fiduciary. That means we must put the interests of our clients first – in every instance.