James K. Blankenship
(CFP®, ChFC, EA)
This advisor specializes in the following areas of expertise:
- Newlyweds & Novice Investors
- Planning Issues for Business Owners
- College/Education Planning
- Middle Income Client Needs
- Advising Employee Benefit Plan Participants
- Retirement Plan Investment Advice
Planning Specialties
Blankenship Financial Planning offers the following services: • Retirement Needs Capital Analysis – When will you be financially independent? How much do you need and how do you get there? • Income Tax Planning – Are you doing all you can to reduce your taxes? • College Education Funding – What is the best way to save for college? How much should you be saving and where? • Cash Flow Analysis – How can people of even average means reduce debt and save more? • Insurance Review – Do you need life, disability or long-term care insurance? If so, how much and for how long? • Investment Portfolio Review – What are the best investments for you, given your time horizon and tolerance for volatility? • Estate Plan Review – How can you make sure that your estate is handled the way you would like? • Financial Check-ups – Knowing where you are, in a financial sense, and where you’re going, is what financial planning is all about. A financial plan gives a strategy that seeks to achieve your goals. A financial check up helps you monitor progress. • Second Opinions – Are you on track to meet your financial goals? Are the strategies you have in place adequate to get you where you want to be? A second opinion can add peace of mind. • Help With Implementation – Do you have the time and inclination to properly implement your plan? If not, working with a professional advisor to put your plan in place makes sense. It’s too important to leave to chance or happenstance.
NAPFA Start Date
July 25, 2003
Industry Start Date
January 01, 2003