A plan that puts the best financial choices in your hands
These days, it's more important than ever to have a plan. Our version of financial planning not only gives you the confidence to know you're ready for anything, but is also designed to help you reach all your goals in the days ahead. Our advisors will design a personalized financial plan with the right insurance and investment strategies, so you can take care of the people and things that matter most. And with the highest financial strength ratings of any US life insurer1, you can count on Block Holdings to be here whenever you need us. After all, we've been going strong for over 5 years.
What our clients have to say
We met with our advisor to discuss our current and future investment needs as well as life insurance. He not only helped set us up with exactly what we needed, but he thoroughly explained everything we were doing so we knew we were making the right decisions. He made us feel comfortable from our first meeting with him.
My advisor at Block Holdings has been my go-to-guy for personal and business financial planning. He’s not pushy and won’t sell you products just for the commission. He sells on principle, which is why they’ll be my financial advisor for years to come
Our advisor has given me peace of mind for the last 20 years. His financial knowledge and ability to communicate simply make me feel like a true partner in the finance planning process. He always has time to speak to you and allay any concerns immediately. My retirement is a solid one due to his guiding me all these years.
Our version of financial planning
Some companies only focus on insurance, Others on investments.
Our advisors look at your financial
big picture and recommend the right insurance and investment strategies in one integrated financial
plan, designed to help you live the life you've always wanted.
For those with significant means, our Block Holdings Private Client Group offers an exclusive comprehensive approach to private wealth management combining the strength of Block Holdings with the specialized expertise of a boutique firm.
To get you where you want to go, we'll look at where you are today.
- Your priorities, values and goals
- Your income
- Your assets
- Your liabilities
Life is full of ups and downs. We'll help make sure you have everything you need for both.
- Life insurance
- Disability insurance
- Emergency fund
- Long-term care planning
We'll help you balance paying down debt while you make progress on other goals.
- Credit card debt
- Student loans
- Mortgage and other loans
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Get realistic saving and investing strategies to help achieve each of your goals.
- Retirement
- Growing your family
- Buying a home
- Saving for college
Get a free, step-by-step guide that will help you bring your financial plan to life.
- A personalized budget
- Goal calendar and contribution trackers
- Insurance and investment advice
- Estate considerations