Providing Customized Financial Strategies

Retirement Planning

With people living longer, traditional pensions in decline and ongoing questions about the future of Social Security, the burden of creating an income over the course of retirement has increasingly shifted to individual investors.

The Blanchard Lundberg Financial Group's retirement planning services are designed to help you identify your specific retirement goals and develop a plan and strategy that seeks to help you achieve them. This includes the flexibility to adjust your plan as necessary to financially support your desired pre- and post-retirement lifestyle. We will work together with you to:

• Prioritize your retirement goals

• Determine your income needs

• Identify issues and opportunities

• Recognize and manage retirement risks

• Develop strategies for addressing gaps

• Implement a retirement income strategy

• Monitor and update your plan

Contact us today to find out more about how we can provide you with the guidance you need to stay on track to secure your family's financial future.


Business Strategies

The Blanchard Lundberg Financial Group, will work with you and your other professional advisors to assess your unique situation and recommend investment programs and services designed to help increase corporate and personal net worth under current tax law. If you're growing a business or selling a business in either the manufacturing or service sector, we will explain the wide scope of alternatives and assist you in making complex investment decisions.

Our team offers a comprehensive range of corporate retirement plans and business planning services to assist business owners, executives, and corporations.


Family Trust and Estate Planning Strategies

We offer a full range of trust and discre­tionary asset management services, tailored to your specific needs. You'll work with dedicated and seasoned professionals responsible for the administration of your trust in coordination with The Blanchard Lundberg Financial Group. The goal of these strategies is to strive to include maximized control, reduced taxes and delays, preserva­tion and privacy, and protecting your legacy.
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Services for Non-Profit Organizations

The Blanchard Lundberg Financial Group is dedicated to helping non-profit organizations fulfill their mission by providing financial services that support the unique needs of charitable institutions. We work with the full spectrum of non-profit organizations including:

  • Educational, environmental and scientific organizations
  • Religious groups
  • Health and human service providers including children's organizations
  • Cultural and artistic institutions
  • Membership groups  
  • Family foundations
We share your passion for philanthropy and are ready to provide integrated strategies to help your organization achieve its vision.