James Blankenship (CFP®, EA)

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.