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Wealth Strategies
Assisting you in reaching your goal of financial independence.
Legacy Planning
Proper legacy planning is one key element of any successful retirement plan, helping ensure that your legacy carries on to assist your loved ones and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on your unique desires and whether it’s most important to you to preserve assets for future use, or transfer your wealth to beneficiaries.
Retirement Planning
Just imagine a complete portfolio, where all your financial, estate and tax preparation needs are addressed in a customized binder. This is your comprehensive retirement plan. Our coordinated approach helps ensure that your plan is developed using an all-inclusive view. We have found that many financial-service professionals focus on products; our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.
Social Security
If you’re like many retirees, your Social Security benefit represents years and years of savings and hard work, and may be part of the foundation of your retirement income. Though many Americans have some basic familiarity and knowledge on the topic, far less are able to determine — on their own — the best way to file so they are able to maximize their benefit and carefully integrate it into the rest of their retirement plan.
Book Now
Make Appointment
Ready to take the next step towards securing your benefits and financial future? Our team is here to assist you with personalized solutions and expert advice tailored to your needs.
Contact Us
- (763) 291-0531
- info@blakebenefits.com
- 600 Soo Lane #1 Buffalo, MN 55313 USA
Book Now
Make Appointment
Ready to take the next step towards securing your benefits and financial future? Our team is here to assist you with personalized solutions and expert advice tailored to your needs.
Contact Us
- (763) 291-0531
- info@blakebenefits.com
- 600 Soo Lane #1 Buffalo, MN 55313 USA
FAQ
General Question
We provide comprehensive benefits solutions including group employee benefits, individual benefits, and wealth strategies. Our services cover health insurance, life insurance, retirement planning, and more.
You can easily schedule a consultation by using our online booking system on the Make an Appointment page. Choose a time that suits you, and we'll confirm your appointment via email.
During your session, our experts will discuss your specific needs, provide insights into benefits options, and develop a customized plan to meet your financial and benefits goals.
We assist with personalized planning strategies to help you achieve financial independence, including retirement planning, wealth management, and legacy planning.
