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Financial Planning

Financial Planning for Your Future

Financial planning involves working with a certified financial professional to design a plan to help pursue your short and long-term monetary goals. At Bleakley Financial Group, we will analyze your current economic situation and develop financial strategies to help you plan for retirement, buy a home, or send your children to college.

The Financial Planning Process

Bleakley Financial Group designs a customized financial blueprint for each client that is easy to follow, simple to build upon, and flexible enough to evolve as financial goals change. Our team of financial professionals can help you with the following:

  • Income tax planning
  • Asset protection
  • Risk management
  • Estate planning
  • Retirement income planning
  • Charitable giving

After an initial assessment, our financial planners will develop a customized plan that incorporates your financial goals and considers the following factors:

  • Financial assets, retirement accounts, investments, and real estate
  • Current financial situation
  • Current and future monetary obligations
  • Desired timeline for reaching financial goals

We strive to create financial strategies that will help you accomplish your goals while ensuring you have the cash flow to enjoy your life in the meantime.  We schedule regular check-ins with every client to evaluate and adjust strategies as goals and responsibilities change.

Get Started Today

Are you ready to start reaching your financial goals? The Bleakley Financial Group is dedicated to helping people in all stages of life to maximize their incomes and plan for retirement. Contact us today to get started!

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