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Blazek Financial Planning

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Blazek Financial Planning

Overview:

You will have a different experience with Blazek Financial Planning than you will with most financial advisors. Because we are not affiliated with a bank, brokerage firm or insurance company, we sell no products and our advice is completely objective. As long as an advisor's compensation is based on commissions and fees, their recommendations cannot be without conflict of interest. Blazek Financial Planning provides advice on an hourly basis; fees reflect only the time spent providing the services you need. As a Registered Investment Advisor, Blazek Financial Planning is held to the highest legal and ethical fiduciary standard and always acts in your best interest.

When advice is not focused on maximizing product sales and commissions, a true partnership can be created between the client and advisor. In addition to her technical knowledge and many years of assisting individuals and businesses with financial matters, Laurie Blazek is trained in life planning, mediation and conflict resolution. This training is part of her holistic approach to financial planning and developing long-term relationships. Effective planning begins with listening to each client's needs, concerns and objectives. When a client-planner partnership is created, everyone is engaged in both the process and the outcome. The end result is not an off-the-shelf product but customized solutions and action plans. The right planning with the right advisor can make all the difference.

Blazek Financial Planning specializes in helping people in transition. All of us are in transition one way or another but planning is particularly important for clients going through specific life and financial events. These include:

   * Marriage or divorce
   * Death of a spouse, parent or child
   * Health, long term care or financial issues of parents
   * Retirement or career changes
   * Ownership transition or financial decisions in your privately held business
   * Inheritance or significant asset sale
   * Disability
   * Special needs situation

What can you expect from Blazek Financial Planning?

First, we will identify and understand what matters most to you and together we will determine the scope of the engagement. Next, we will analyze the data and present recommendations to you based on our evaluation of the information provided and our understanding of your objectives. We will assist in specific plan implementation and follow up if requested. Our intention is to build life-long relationships as plans are implemented, reviewed and updated as life events bring new financial challenges.

Whether you need to better understand your current financial and risk position, establish near or long term objectives or address a specific concern, we are committed to providing meaningful comprehensive and objective planning solutions.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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