FINANCIAL PLANNING SERVICES

Principal, Laurie Blazek is a Certified Financial Planner, CFP®, specializing in helping people in transition. Services include:

Goal Specific Financial Planning

Whether you are looking to retire, manage through a job or life transition, fund a specific purchase or plan for your child's education, we will work with you to identify strategies to achieve your goal.

Comprehensive Financial Planning

If you are looking for validation that you are on track for retirement, we provide customized analysis and recommendations on all of your relevant financial matters.

Investment Advice and Portfolio Recommendations

If you are unsure whether your portfolio is properly structured or is really working for you, we can help you to create an investment strategy that is aligned with your goals and risk tolerance.

Second Opinions

If you are a do-it- yourselfer, we will help you determine whether you are on track to achieve your goals. If you are already working with a financial professional but would like a second opinion, we provide an unbiased assessment of your portfolio.

Budgeting and Cash Flow Forecasting

If you are looking to better manage your saving and spending, we can help you understand your cash inflows and outflows and design a budget and plan that will work for you.

Assistance with Prioritizing and Managing Financial Decisions

If you are in the middle of a major life transition, we specialize in helping people plan and take action, particularly during difficult times such as divorce, death of a spouse or loss of employment.

Acting as your Advisor in a Variety of Personal and Business Matters

If you need professional advice on a complex issue or event, we can act as your advocate at meetings with product and service providers, including sales people, money managers, accountants, lawyers and trust officers.