Our Services

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!