Our Services

We serve individuals and businesses in all areas of financial management, including:


 


  • Retirement Planning Strategies*

    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

     
     
  • Estate Planning Strategies **

    Helping with strategies to preserve your estate for your intended heirs. Potententially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors. 

     
     
  • Insurance Planning Strategies *

    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

     
     
  • Education funding *

    Recommending investment and accumulation strategies to help you pay for your children's education.

     
     
  • Investment Planning Strategies *

    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.

     
     
  • Employee and executive benefits

    Helping your business attract and retain qualified employees through benefit packages.
     

* Registered representative of & securities offered through Voya Financial Advisors, Member SIPC

** Neither Michael Cory, Charles Cory, Blissfield Financial Services nor Voya Financial Advisors give specific legal or tax advice. Please consult with your professional tax or legal advisor for your personal situation