Financial Planning

Financial Planning

Financial Decision MakingIntegrated financial decision making

By integrating all your financial decisions with a thorough understanding of your goals and objectives, our team helps you achieve clarity and confidence in your financial future.

Your plan involves establishing goals for your future; gathering information and evaluating all aspects of your current financial situation; and developing, implementing and adjusting that plan over the lifetime of our professional relationship. Among the many areas we cover in the financial planning process are:

  • Goal planning
  • Retirement planning
  • Income and expense planning
  • Tax planning
  • Estate planning
  • Risk management and insurance planning
  • Philanthropic and legacy planning
  • Executive benefits
  • Social Security and Medicare planning
  • Mortgage planning

Because we careBecause we care

Going above and beyond what you’ll find at most firms, Blankinship & Foster adds an emotional and compassionate component to the financial planning process. We care about our clients and understand how important and personally impactful life events and decisions can be, and we aim to offer support to each client through often difficult situations.

Your financial plan is developed for the sole purpose of supporting what’s important to you in your life, now and into the future.