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Blisk Financial Group
Services
Our Financial Planning Process Our Financial Planning Process we believe that the proper foundation for investment management begins with comprehensive financial planning. Every financial roadmap is developed from a process that involves gathering relevant financial information, defining objectives, needs and fears, establishing risk tolerance, time horizon, and evaluating the current situation.We then develop a flexible and realistic strategy in order for each individual to reach his or her desired results. This can be as grand as working towards lifetime goals or as basic as organizing current cash flow; sometimes it's just for a second opinion. The team at Blisk Financial Group will develop a custom-tailored financial plan roadmap, which includes in-depth analysis and detailed recommendations in the following areas:
The fee structure for a comprehensive financial plan is comprised of an hourly rate with a fixed minimum. Fees will be discussed prior to the first consultation and are based upon the complexity of the issues involved. Although there are no obligations to do so, many clients choose to implement our investment and insurance recommendations here at Blisk Financial Group.
Our Investment Management Approach Our investment management team develops and monitors custom investment strategies for our clients. Each investment strategy is selected by using fundamental criteria of risk tolerance, time horizon, personal goals, and market conditions. As an independent firm, we retain freedom to select from an array of investment products we feel appropriate. With this flexibility in mind, we are able to offer access to many different investments including, but not limited to, stocks, bonds, mutual funds, managed accounts, real estate investment trusts, insurance, and other tax advantage investments. As our philosophy is one that incorporates the client into the decision-making process, we never make changes to a client's account without their participation. Investment fees and commissions are disclosed ahead of implementing any investment strategy. We will review this with each client in relation to his or her custom portfolio design.
After your portfolio has been invested, our state of the art investment technology allows us to track progress towards your goals. Our unique consolidated reporting simplifies the portfolio analysis process by creating a view of your entire family's multitude of accounts at one click of a button. All of Blisk FG investment management clients continually benefit from the extensive knowledge of our financial planning team. We pride ourselves on being highly alert to the many nuances and changes found within the financial markets. This allows us to provide each client with the security of knowing we're working by their side to help them through the many peaks and valleys inherent in life, whether in portfolio adjustment or circumstances.
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