Our Services
We serve individuals and businesses in all areas of financial management, including:
- Retirement Planning Strategies*
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
- Estate Planning Strategies **
Helping with strategies to preserve your estate for your intended heirs. Potententially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors.
- Insurance Planning Strategies *
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
- Education funding *
Recommending investment and accumulation strategies to help you pay for your children's education.
- Investment Planning Strategies *
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.
- Employee and executive benefits
Helping your business attract and retain qualified employees through benefit packages.
* Securities and advisory services offered through Cetera Advisor Networks LLC, Member FINRA/SIPC, a broker/dealer and Registered Investment Advisor.
** Neither Blissfield Financial Services nor Cetera Advisor Networks LLC give specific legal or tax advice. Please consult with your professional tax or legal advisor for your personal situation