Too often families and business owners struggle to properly navigate their financial complexities, which leaves most overwhelmed and under-prepared. In fact, most families don’t have a plan to build, protect and transfer wealth. And most business owners struggle to find a proactive, single point of contact for accounting, payroll and tax services that allows them to make business decisions with confidence. Blend Wealth is a one-stop-shop that’s here to change that!
Blend Wealth exists to simplify and optimize your entire financial life all from a biblical worldview. They’re a wealth management and accounting firm that serves clients virtually all over the country. As Christian financial planners and accountants, they help families and business owners use God-given financial resources to accomplish God-given goals. They help families and business owners with 3 different services that can be pursued individually or in combination.
1. Personal Wealth Management
Blend Wealth provides financial planning and investment management through full-service wealth management. Typically, full-service, family-office firms are for billionaires, but with the use of technology and partnerships, Blend Wealth can provide full-service wealth management services to any family.
This service is best for families and individuals who are either feeling overwhelmed with their personal finances or want to be proactive and create a clear roadmap to making their dreams a reality. These dreams may include saving for retirement, purchasing a dream home, leaving a legacy to their family, etc.
Financial planning is a consistently changing roadmap that captures your ENTIRE financial life and guides you to:
- Make decisions with confidence
- Life a life of purpose
- Reach your goals
Their full-service wealth management services include:
- Family goal setting
- Tax planning
- Budgeting and cash-flow analysis
- Insurance planning
- Estate planning
- Education planning
- Planned giving
Blend Wealth also provides a full suite of accounting services to business owners. They go above and beyond to provide a holistic approach to your accounting needs which includes organized books, efficient payroll and paying the legal minimum tax bill without leaving the IRS a tip! Blend Wealth’s accounting services include:
- Tax Preparation
- Monthly Financial Reporting
- Quarterly Estimated Payments
3. Business Retirement Plans
Blend Wealth offers 401(k) plan services for businesses. Do you find yourself with a desire to start a retirement plan for your firm? Or maybe you already have a retirement plan in place, but you want to know if your current plan is optimized in terms of features, cost, investment fund options, technology, and employee education.
Blend Wealth can help you set up a new plan or revise your current employee retirement plan. Their business retirement plan services include:
- Retirement Plan Design
- Employee Education
- Record Keeping
- Annual Plan Review
If you would like to learn more about Blend Wealth, check out their website here. Schedule a complimentary call with them anytime. They would love to hear your story and provide you with clarity on your biggest financial challenges.