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Wealth Planning Solutions

Transparent Asset Management

In today’s turbulent global economy, transparency and liquidity are essential. We utilize a low-cost model and focus on wealth preservation by measuring risk tolerance and identifying values. Our team of investment professionals has over seventy years’ experience delivering needs-based asset management.

Proactive Tax Planning

A great way to increase your wealth is by reducing your tax burden. We work with your team of professionals to proactively monitor and implement prudent tax solutions through out the year, by utilizing the tax code as a guide to help increase your cash flow as well as your net worth.

Compliant Asset Protection

Taxes and litigation are the two biggest threats to your wealth. We employ risk management strategies to help insulate your wealth from creditors. Click here to learn more about the benefits of asset protection.

*Neither United Planners, Blackhawk Capital Partners nor its financial professionals render legal or tax advice. We work with you and your tax and legal counsel to assist you with your estate plan.

Investment Strategy

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.

Targeted Results

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.