FINANCIAL PLANNING OVERVIEW

Our clients are looking to take responsibility for their financial well-being. They are often going through life transitions such as retirement, divorce, marriage, birth of a child, or the recent loss of a job or of a loved one. Many clients are simply looking for an objective second opinion on their investment portfolio, advice on retirement and college planning or guidance on cash flow and budgeting issues. You may have a good handle on your finances or you may have simply been too busy to pay attention or to plan for your financial future. We listen to what matters to you and provide customized planning for all types of clients.

Principal, Laurie Blazek, left the financial services industry and started her financial planning practice because she believes you have a right to receive advice from someone who is acting in your best interest. Because Blazek Financial Planning is not affiliated with a bank, brokerage firm or insurance company, we sell no products and have no conflict of interest. Literally anyone can claim to be a financial advisor. Less than 25% of financial advisors have earned the Certified Financial Planner ™ designation on 95% of advisors sell financial products. When an advisor is really a commissioned investment or insurance salesperson, they have a personal financial interest in the recommendations they make. Blazek Financial Planning is an independent Registered Investment Advisor that does not receive commissions and charges for services on an hourly basis. Principal, Laurie Blazek, is also a member of the National Association of Personal Financial Advisors and the Garrett Network, an affiliation of over 300 hourly financial planners.