Blease Financial Services

Will I be able to have the retirement I want? We start with an in-depth conversation during which we help you define everything you want to accomplish with your wealth - and then we evaluate the big picture to see how that vision can potentially come to life. What are my financial blind spots? During our evaluation, we look closely for possible risks to you, your family and your business so we can create a strategy to help manage them.

All professionals start with a process. They want to find out what you are trying to accomplish and apply their services to help you work towards your goals. We incorporate the same three-step process used by the medical profession. STEP 1 The Diagnostic Phase: Where the doctor reviews your past medical history, your current symptoms (and if they are really good), your future objectives for your overall health.

Blease Financial Services is backed by the resources of LPL Financial, the nation's largest independent broker/dealer.* This relationship provides us with industry-leading, integrated research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you objective financial guidance and investment recommendations.

The opinions voiced in these shows (program) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.

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