Our Services
Blackstone offers independent financial management and advice in the following key areas:
- Investment planning, risk management, reducing taxes, college funding, retirement planning, and estate conservation.
We offer fee-based managed accounts as well as traditional brokerage.
Our services are designed to help you answer the following questions:
- How can I get more from my investments?
- How can I reduce my exposure to risk?
- How much money will I need to live comfortably in retirement?
- Am I saving enough?
- What is the best way to save for college?
- How can I help reduce estate taxes and preserve more of my assets for my heirs?
- Do I have the right amount of life insurance?