Antonio V. Porretta, AAMS^®, AAMS^®
Blackbridge Financial

Financial Services

Comprehensive financial planning is a process, not a product. We work hard to foster confidence through the anticipation of your needs, development of contingency plans to deal with uncertainty, management of risk exposure, tax minimization and by helping you work towards your overall financial objectives. We bring clarity, focus, simplicity and efficiency to your financial plan.

Comprehensive financial planning is a process, not a product. We work hard to foster confidence through the a anticipation of your needs, development of contingency p plans to deal with uncertainty, management of risk e exposure, tax minimization and by helping you work towards y your overall financial objectives. We bring clarity, focus, s simplicity and efficiency to your financial plan.

Comprehensive financial planning is a process, not a p product. We work hard to foster confidence through the a anticipation of your needs, development of contingency p plans to deal with uncertainty, management of risk e exposure, tax minimization and by helping you work towards y your overall financial objectives. We bring clarity, focus, s simplicity and efficiency to your financial plan.

Your portfolio should be built on your values, goals, and risk tolerance, not just current market trends or accepted generalized strategies. We work with you to discover your goals, both short-term and long-term, and implement investment strategies to get you where you want to be.

Income planning is a critical element of a solid retirement strategy. A primary financial goal is to have a consistent and reliable stream of income that will last through retirement. We can help you address critical questions, such as how to shift from retirement savings to retirement income, how to estimate monthly income, and how to ensure those assets last.

When it comes to your finances, you shouldnt be scrambling to keep track of multiple accounts in various places. Chances are likely that you have multiple retirement accounts from different employers. Consolidating these accounts can simplify your financial plan, reduce fees, and help you organize your portfolio allocations. We can help you transfer and consolidate your 401(k)s so you can see all your retirement savings in one place.

Insurance helps you cover the risk you cant afford to take on yourself. We will help you mitigate risk through the use of insurance products, making sure you understand your options. If you are already covered, we can evaluate your current policies for adequacy, determine cost-effectiveness, and conduct beneficiary reviews as part of a well effectiveness, and conduct beneficiary reviews as part of a well-developed risk management plan.

A properly coordinated estate plan can help minimize taxes and maximize control. We strive to accomplish your legacy desires and will work with your attorney to ensure compatibility with your overall objectives.

Your portfolio should be built on your values, goals, and risk tolerance, not just current market trends or accepted generalized strategies. We work with you to discover your goals, both short-term and long-term, and implement investment strategies to get you where you want to be.

Distinctive guidance for significant wealth. We provide exceptional financial guidance and personalized service in alignment with LPL Financial.

Insurance helps you cover the risk you cant afford to take on yourself. We will help you mitigate risk through the use of insurance products, making sure you understand your options. If you are already covered, we can evaluate your current policies for adequacy, determine cost-effectiveness, and conduct beneficiary reviews as part of a well effectiveness, and conduct beneficiary reviews as part of a well-developed risk management plan.