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Deerfield Beach Financial Planner

At Blade Financial, we strive to help you accomplish your financial goals, whatever they may be. Whether you are attempting to maximize your retirement savings, open a new business, or protect your legacy for your descendants, our Deerfield Beach financial planners are here to help with every aspect of your financial plan.

Financial Assistance When You Need It Most

Blade Financial Services was established by Roxanne Blade, a certified financial planner with more than 20 years of experience in the financial service industry. She leads a capable staff who are committed to providing the highest standards of customer service. She builds a strong relationship with each client to get to know their financial goals and concerns. She will walk through the process with you and continue to be your committed partner through your financial journey.

Comprehensive Financial Services to Help You Through Every Era of Your Life

At Blade Financial Services, we pride ourselves on developing lifelong business relationships with our clients. This allows us to help you through each major milestone in your life. We assist clients in all of the following areas: 

  • Risk management – We can review your current portfolio and make necessary adjustments to align your investment strategy with your risk tolerance. We can also discuss ways to structure your assets to shield you from potential liability.
  • Goal setting – Our Deerfield Beach financial planner will work closely with you to determine your short-term and long-term goals and help create effective strategies to accomplish them.
  • Tax planning review – We can analyze your existing tax situation and anticipate future taxes you may incur. We will work closely with you to minimize your tax liability.
  • Estate planning review – We can review your current estate plan and make recommendations for filling in any gaps.
  • Small business planning – If you are hoping to start a small business, our experienced financial planners can discuss your capital needs and help you determine the best legal structure for your business.
  • College planning – Our experienced team can help you determine a realistic budget to pay for your children’s college and the best strategies to pay for it.
  • Retirement planning – We can help you determine how much money you will need at retirement and which investment vehicles are best to get you there.
  • Protection planning – You don’t always know what the future has in store, but with protection planning, you can guard against the financial fallout caused by job loss, disability, or other disruptive events.

 We can help you navigate these uncertain times and plan for a bright future. Contact us today to learn more about how we can help. 

Contact Us to Get Started on Creating Your Financial Plan

At Blade Financial Services, we will work closely with you to define your goals and help you achieve them. Rely on our extensive experience in the financial services industry. Contact us online or call us at (954) 429-1200 to book your appointment.