As the primary adviser for Blansett Wealth Navigation, my most important objectives are to help clients: build the best accumulation strategy possible, keep their assets safe, provide for an acceptable rate of return, minimize taxes and leave the best legacy possible for their heirs.
I do this by utilizing a values-based planning approach that helps clients align their financial and estate planning decisions with their core values. This method focuses on four key areas: guaranteed retirement investments, proper handling of IRA and qualified plan accounts, retirement income planning and proper estate and legacy planning.
Whether it's determining the best way to simultaneously save for college and retirement; finding a better alternative to a brokerage-based 401k account; or implementing the best possible investments and income plan for your golden years - I want to ensure that all clients have the information they need to make the best decisions possible.
