
Today’s investment climate offers unprecedented opportunities. At Blanton Financial Group, our mission is to help clients take advantage of those opportunities by providing them with three key tools.
A clear understanding of their financial goals.
A well-defined roadmap for achieving those goals.
Ongoing advice to help adjust their roadmap when their needs change.
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our Web site, you’ll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You’ll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often. This educational material is updated frequently, as is our calendar of events, which lists upcoming financial workshops that you may want to attend.
For help with your financial management, or for more information on Blanton Financial Group, click on Contact Us, drop us an e-mail message or call us at 843.654.7400.
Newsletters
-
IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill
IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
-
Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
-
HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.