At Black & Associates, LLC we provide assistance in and access to the following:

Financial Planning:

• Personal Financial Planning
  
  • Income Projections
  • Investment Strategies
  • Tax Planning
    
    
• Retirement Planning
  
  • Profit Sharing/401(k) Plans
  • Simple Plans
  • SEP
  • 403(b)
    
    
• Business Planning
  
  • Executive Benefits
  • Business Continuation

Estate Planning:

• Review of Previous Plans
• Analysis of Wills and Trust Agreements
• Planning for Estate, Inheritance, Income and Capital Gains Taxes
• Post Mortem Planning

Investments:

• Fee Based Asset Management
• Asset Allocation Modeling
• Brokerage Accounts
• Mutual Funds, Common Stocks and Bonds
• Traditional and Roth IRA
• Education IRA and 529 Plans
• Variable Annuities

Insurance:

• Life Insurance
• Disability Income
• Individual and Group Health Insurance
• Long Term Care
• Dental Benefits
• Medicare Supplements
• Cancer and Accident Benefits