The Block Financial Group is dedicated to providing custom financial planning solutions for both your personal and business needs. While developing a customized financial plan, we will:
- Identify and prioritize your future dreams and goals
- Analyze and evalutate your current financial position
- Strategize and develop custom recommendations
- Activate and implement your strategies
- Monitor, and when needed, refine to help ensure the plan stays on track as your life evolves. .
We offer a wide range of products and services to meet your specific circumstances, including:
- Asset protection and insurance planning
- Business planning -- key man, buy-sell, group benefits, etc.
- Retirement planning -- individual and corporate
- Wealth management services
- Estate preservation and planning
- College funding
- Life, Disability, Long-Term Care and Health Insurance
- and more!
