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Investment Services
BlakeHill Financial Group

Affluent and wealthy individuals (and their families) face highly complex retirement, tax, and income issues in short, mid, and long term planning. BlakeHill Financial Group's experienced hands-on value added guidance, which focuses from the relationship on up, will provide solutions to these complicated financial issues.

  • Detailed and Comprehensive Planning/Roadmapping
  • Retirement Income Planning
  • Income and Estate Tax Evaluation and Planning
  • Family Estate Strategies
  • Asset Allocation Strategies, Monitoring, and Rebalancing

RETIREMENT PLANNING
  • Executive Benefit Planning
  • IRA's ROTH IRA's
  • 401(k)
  • 403(b)
  • SEP's
  • Simplified 401(k)
  • Non Qualified Plans
  • Fixed Annuities
  • Variable Annuities
  • Life Insurance
  • 412(i) Plans (Defined Benefit
    Plans)
  • 419(e) Plans (Health and
    Welfare Benefit Plans)
  • Defined Benefit Plans

EDUCATION PLANNING

  • Coverdell Savings Plans (Education IRAs)
  • College Savings Plan
    (529 Plans)
ENTERTAINMENT INDUSTRY
  • Business Management
  • Career & Post-Career Planning
  • Investment Strategies
  • Estate Planning
INSURANCE
  • Variable Universal Life Insurance
  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Key Man Insurance
  • Split Dollar Insurance
  • Buy/Sell Agreement
  • Policy Reviews and In-Force Illustrations
ESTATE PLANNING
  • Comprehensive Financial Roadmapping
  • Tax Reduction/Deduction Planning
  • Current and Future Income Needs Planning
 INVESTMENTS
  • Mutual Funds
  • Stocks
  • Bonds
  • Money Market Accounts
  • Fixed Annuities
  • Variable Annuities
  • Equity Indexed Annuities
  • Limited Partnerships
  • Real Estate Investment Trusts
    (R.E.I.Ts)

MONEY MANAGEMENT

  • Principal Preservations Strategies
  • Buy and Hold Strategies
  • Modern Portfolio Theory
  • Income Planning

Securities offered through Centaurus Financial, Inc. Members FINRA and SIPC. Supervisory Branch Office,
2300 East Katella Suite 200, Anaheim, CA 92806 Phone: 714-456-1790.
BlakeHill Financial Group, Blake & Blake CPAs, P.C. and Centaurus are not affiliated.
Copyright © BlakeHill Financial Group and Blake & Blake CPAs, P.C. All Rights Reserved.