In-Depth Analysis to build out your financial Plan
We are a top fee-based Registered Investment Advisory and Financial Planning Firm. At Blackhawk Financial Advisors, we combine legal expertise with certified financial planning to provide tailored, in-depth analyses of your financial options. With our lead planner's dual accreditation as both an attorney and a CERTIFIED FINANCIAL PLANNER, we possess a unique ability to meticulously analyze your options, benefits, and risks—ensuring you make informed decisions that align with your goals.
We take into consideration
The tax ramifications
The best and worst case scenario’s for each choice
The risk adjusted rate of returns
The impact of your decisions on generational wealth
The care you will need to provide for your parents
Are their multiple children to plan for college?
Are kids going to college when you plan on retiring?
What happens if someone suddenly passes away?
What happens if you hurt your back and become disabled?
How would a long term care need impact your retirement?
How do you protect the assets you have worked so hard for from litigation, should you payoff the mortgage or invest the money?
How do you keep more money in your pocket and pay less in taxes?
We figured out that we enjoy having a smaller number of clients with deeper relationships. Unlike other firms with hundreds of clients, we strive to keep the number of clients to under 100 to provide more personalized services.
Your Assets are Secure
We are a Registered Investment Advisory Firm. For your security, the investment management accounts are always setup in your name, and the assets are held securely at Charles Schwab. You merely give us permission to trade inside your account.
Multiple Streams of Income to Develop a Solid Plan
We believe in the power of, not just investments in stocks and bonds but, developing a comprehensive strategy for financial independence that includes multiple streams of income: stock dividends, bond interest, real estate, annuities, and potentially other businesses.
Our Services:
Financial planning/wealth management services are available to business owners, executives, law firms, athletes, entrepreneurs, families, and individuals.
We provide:
Investment management/wealth management services – we manage the funds ourselves and/or we use some of the top investment managers in the country.
Retirement/financial plans – we are with you step-by-step to implement the plan.
Business succession/exit planning – we strategize with your team to help you maximize the net after-tax proceeds you receive after selling your business. After all, it’s not what you sell your business for that matters – it’s what you get to keep after taxes.
401(k)s, IRAs, retirement plans, and defined benefit pension plans – we set up the accounts to help with tax reduction strategies.
Finance organization – we are at clients’ homes copying, scanning, filing, and shredding so that every financial document is in its proper place.
Risk management/insurance analysis – we work with you to ensure that your loved ones are protected.
Schedule a free consultation and see if we’re right for you.
There’s no commitment, pressure, or obligation.