Lindsey Financial Group

Description

With 6 years of advisory experience in the financial planning industry, his key areas of expertise include marketing, retirement planning, small business cash management, financial and estate planning and tax reduction strategies, stocks, bonds, mutual funds, annuities, personal lines of credit and government instruments. Blake is prepared to provide the client with planning opportunities that will convert dreams and desires into reality.

An FPA member should exercise diligence in providing professional services. Diligence is ensuring reasonably prompt and thorough service is rendered through proper planning and appropriate supervision of the services being provided. Diligence ensures that a client’s financial plan is developed and implemented in a timely manner that effectively allows the client to take maximum advantage of financial planning opportunities that may benefit their particular situation.

With 25 years of experience in wealth, estate, and charitable planning for multi-million dollar net worth clients, Bill's specialty is in helping business owners and executives "optimize" their wealth by providing sound business and tax strategies.

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