OUR VISION

We help identify the financial leaks, 

INSURANCE

FINANCIAL

It is our approach to financial advisory and planning that makes us different and unique. We specialize in identifying the areas of spending that create financial "leaks" in your overall financial strategy. These wealth transfers are occurring either unknowingly or unnecessarily, typically in the areas of how you pay for your mortgage, taxes, interest on debt, college expenses and/or qualified plans. 

Can your financial advisor answer the four toughest financial questions we all face? 

1. What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy?

 

2. How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and your money last till life expectancy?

 

3. Doing what you are currently doing, how long will you have to work to be able to retire and live at your current lifestyle till life expectancy?

 

4. If you don't do anything different than you are doing today, how much will you have to reduce your standard of living at retirement for your money to last to your life expectancy?

As independent insurance brokers, we represent you, while other insurance agents represent the insurance company that employs them.

 

These agents are called "Captive" agents (you might have seen their commercials on tv). These captive agents work for one company and can only offer the products and services of the insurance company they represent.

As your insurance broker, we have access to multiple insurance companies providing our clients very competitive pricing and multiple options to choose from. 

To learn more about our services, contact us today.

Our approach is unconventional. Using a golf or baseball analogy, we analyze your swing (i.e., what you're doing financially), find the flaws (i.e. financial leaks) in the swing and bring that money back to you. Once this is identified, only then can we build an efficient and effective strategy using the right solutions to achieve your objectives. 

It is our philosophy and belief that there is more opportunity in helping our clients avoid the losses than trying to pick the winners.

Empower our clients with the financial knowledge, strategies and 

solutions for a better tomorrow.

Disclaimer

We do not manage client funds or portfolios. We do not provide stock market investing advice or quotes. This web site may contain concepts that have legal, accounting and tax implications and is not intended to provide legal, accounting or tax advice. We strongly suggest that you consult a competent attorney, tax advisor or accountant for any legal, accounting or tax advice. The information provided herein is for your information only and is not a solicitation, or offer to buy or sell anything. It is not our intent to make any recommendation on this website, but if the content is deemed a recommendation, it may not be suitable for all interested parties and should not be construed as a recommendation for any specific account.

© Blackhawk Insurance Brokerage & Financial Services 2017