Blansett Wealth Navigation, LLC
Wealth Through Wisdom
Knowledge is something you learn. Wisdom is the ability to apply that knowledge to your everyday life. Because it's difficult to get to the right solution when you start from the wrong premise, my objective is to provide you with the information and tools you need to grow and protect your wealth, enjoy greater peace of mind and leave the best legacy possible. I focus on helping clients with specialized investment and estate planning strategies that make sure they: never lose money to the stock market, pay as little as possible in taxes and leave multiples of tax-free wealth to their heirs.
I've been in the financial services industry for twenty years now and if anything I've learned that traditional financial planning often fails to help you reach your goals. In fact, many traditional financial institutions often place their own priorities ahead of your own. If you've ever felt as if it's practically impossible to get ahead, you're probably right. Therefore you can continue to do things the same way and feed the problem, or you can make some simple changes and actually solve the problem. Which would you rather do?Whether you are already retired or still working and doing your best to accumulate for retirement, the bottom line is that: taxes will be going up, government benefits (and company pensions) will be going down and the dollar will more than likely be devalued by inflation and other factors. These problems cannot be addressed with the same old traditional planning methods of "dollar cost averaging" and "portfolio re-balancing" that are offered by typical brokerage firms. The good news is that there are newer, better strategies that eliminate the flaws of traditional financial planning. It is incumbent upon all of us, to save and invest for our family's future, in the smartest and most tax-efficient manner possible. In other words, to achieve wealth through wisdom. I look forward to helping you with that challenge. Please feel free to contact us for a no-cost consultation at 208-333-9584 or email us for more information at firstname.lastname@example.org.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We can help take the mystery our of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.