Financial Advisor in Boca Raton, FL
Over the years, we have been helping the residents of Boca Raton concerning securing their future. Plan and nurture your finances with us at Blade Financial. We have an experienced and licensed team who are ready to listen to your goals. Roxanne Blade, owner and founder, of Blade Financial is an experienced financial advisor who will help you plan and decide financially for your children’s college plan, retirement plan, tax reviews, and estate planning.
Our financial planning team is here to guide you to financial stability and protect your family from money problems in case anything happens to you. Every client has different goals in the future; that is why we have personalized approaches for each client; we provide tailored solutions for your financial goals. We have effective methods that help our clients as they enter the complexities of the financial world.
Create a positive financial future
As a financial planner, we do not jump into any solution without having a financial health check. With Blade Financial, creating a positive financial future starts with knowing your goals and checking your current financial situation. We will analyze your financial portfolio and fill the gaps of what is missing. From there, we can give you personalized financial solutions.
Book a financial breakthrough session
Talk to Roxanne Blade today, who is an experienced financial planner in Boca Raton that can help with your needs. Here at Blade Financial, you can schedule a financial breakthrough session. Our services include:
- Fee-Based Financial Planning
With this, we will be able to do a financial health check that is necessary to know your current situation in terms of finances. We will analyze with you and give you a comprehensive solution for your goals and your family. We can do estate planning, protection planning, tax reviews, and even plan for your children’s college fund.
- Protection Planning
Life is full of surprises, and sometimes those surprises are not good. That is why our financial advisors are here to help you make sure that you and your family are ready for challenges regarding finances such as job loss, death, illness, or disability. People do not usually talk about these things, but it is our job to discuss all of these with you. We want you and your family to live a good life.
- Wealth Management
Our team will guide you to make sure you have enough assets throughout your lifetime. As a financial planner, we will help you plan for your money growth and help you allocate your assets to achieve financial stability.
- College Planning
College is expensive; if you have children, we will help you prepare for your children’s expenses in college considering inflation throughout the years.
Talk to a financial advisor in Boca Raton, FL today
You will find experienced and dedicated financial advisor in Boca Raton here at Blade Financial. We care about your financial needs; we care about your future. Let us help you reach your goals and financial stability. Call us at (954) 429-1200 to book your appointment.