Products & Services
Developing a suitable financial plan isn’t about picking the right stocks. It isn’t about profiting off of short-term market fluctuations, or letting your fears and emotions drive your decisions. A successful investor is one who looks at the whole picture, who develops a portfolio of investments to achieve long-term goals, and exercises discipline to navigate through uncertainty. At Blair Financial Advisors, we help you do just that. We want to get to know you and your family to paint a complete picture of your financial situation and develop a personalized plan to meet your needs.
Because of the complexity of an investor's needs and objectives, we offer a wide variety of products and provide assistance in the following areas:
Investments
- Bonds
- Common Stock
- Mutual Funds
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuities
Financial Planning
- Retirement Plans
- Investment Related Tax Strategies
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance