Core Framework Process
Step One: Discover Values and Goals
A mutual discovery process, we determine if our services align with your goals.
- Gather Data
- Capture Values and Goals
- Determine Services Needed
Step Two: Diagnose Gaps and Opportunities
Identify planning gaps and opportunities for wealth remodeling.
- Create Wealth Snap Shot
- Assess Tax Returns
- Analyze Portfolio
- Identify Liability Exposure
Step Three: Strategy Recommendation
Recommend sophisticated strategies for investment management, enhanced wealth and asset protection.
Step Four: Execute Strategy
Advisory team tax-efficiently reconstructs your personal economy, while securing your assets.
Implement all tax, investment and asset protection strategies
Step Five: Manage Performance
Measure results toward achieving your goals. Review investment allocations and manage performance.
Blackhawk Capital Partners values long term relationships with our clients. We recommend personalized investment strategies. Each investment strategy has a blended benchmark which we seek to beat over the long term. We manage strategies covering the full range of investment objectives which allows us to specifically address individual client needs.
Our targeted results:
- Enhanced Wealth
- Increased Cash Flow
- Reduced Tax Liability
- Improved Security
- Lowered Expenses
Blackhawk Capital Partners uses a results oriented process of identifying and capitalizing on successful planning opportunities. We measure success based on our results.
What Financial Documents Should You Keep On File?
- Investment Statements
- Bank Statements
- Credit Card Statements
- Mortgage Statements
- Social Security Benefit Statements
You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the basement. If this describes your financial “filing system,” you may have a tough time keeping tabs on your financial life.