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.

* Securities and advisory services offered through Cetera Advisor Networks LLC, Member FINRA/SIPC, a broker/dealer and Registered Investment Advisor.

** Neither Blissfield Financial Services nor Cetera Advisor Networks LLC give specific legal or tax advice. Please consult with your professional tax or legal advisor for your personal situation