We think of ourselves as a trusted resource: professionals who will see you through life's most difficult moments and help you prepare for the opportunities ahead.
We take a measured, thoughtful approach—one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.
Step 1:
Since everyone's financial situation is different, it's important for us to learn as much about you as possible. What are your biggest goals or financial concerns? Where would you like to be 10-20 years down the road? What financial resources do you already have in place? The more we know about you, the more helpful and accurate our recommendations will be.
Step 2:
After getting to know you, we'll work together to prioritize your goals and break them down into specific, measurable objectives. That way it's easier to see how even the most challenging tasks—like paying off your mortgage or retiring early—can actually be accomplished.
Step 3:
Now comes the fun part. We'll identify insurance and financial products that can help meet the specific objectives outlined above. If you like, we'll even consult with your tax and legal advisors to make sure all our efforts are coordinated.
We'll provide ongoing service as your needs and situation change over time. We'll work with you over the years to help keep your program on track with your changing needs.
WE CAN ASSIST IN THESE AREAS AND WILL COORDINATE WITH YOUR PROFESSIONAL LEGAL AND FINANCIAL ADVISORS*
USING LIFE INSURANCE FOR ESTATE CONSERVATION*AND COORDINATE WITH:
· Trusts · Gifting
BUSINESS INSURANCE PLANNING
·Buy-Sell Agreements · Business Overhead Expense Insurance (using insurance to fund) · Disability Buyout Insurance
· Executive Bonus Plans · Split Dollar Insurance (using insurance to fund) · Key Person Insurance · Disability Insurance
PERSONAL INSURANCE PLANNING
· Life Insurance+ · Education Funding Analysis · Health Insurance+ · Retirement+ · Disability Insurance+ · Long Term Care Insurance · Annuities
FUNDING FOR:
· IRAs · Deferred Compensation Plan · Keogh Plans · Pension/Profit Sharing Plan · 401(k) Plans · SEPs
PRODUCTS FOR USE AS EMPLOYEE BENEFITS
· Section 125 Cafeteria Plans · Group Disability · Group Health Insurance · Voluntary Payroll · Group Dental Plans · Deduction Plans
1 Blanchard Financial Services is not owned or operated by New York Life Insurance Company, NYLIFE Securities LLC) or its affiliates.
# Registered Representatives for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency.
* Neither Blanchard Financial Services, New York Life Insurance Company, NYLIFE Securities LLC, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
+ Needs Analysis
* Neither Blanchard Financial Services, New York Life Insurance Company, NYLIFE Securities LLC, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
Protect your family – now and into the future.
Tell me a bit about yourself, and I will call you to discuss a personalized strategy.
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