Financial and Retirement Planning
Blake, White & Farnell, P.C.’s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Blake, White & Farnell, P.C. can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
Our online resources can assist you in the tax process and financial decision-making. These tools include downloadable tax forms, publications, important dates, news and links to other useful sites.