Ph: 540-377-0583
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Your retirement is our priority - and we want to help you plan yours!
About Blackwell Financial
With so many insurance and retirement professionals out there, it can be difficult to know who to trust. Our team offers a simple, clear strategy to protect your money for the long-term and provide a lifetime of income that cannot be outlived.
If your goals involve protecting your retirement savings and establishing an income you can count on, let's talk!
We are dedicated to giving you options that help protect your wealth and your legacy. When it comes to your finances and your retirement, we work hard to help you secure your future. Our experience in this area and our passion for long-term protection and planning shine through in all we do.
Why Blackwell Financial?
Our clients frequently tell us how much they appreciate that we take the time to educate them on their options. For example, throughout the year, we offer multiple educational sessions for you to learn more. These events are at no cost to attendees and often include a complimentary dinner. No products are sold at the events and there is no obligation to make a follow-up appointment. In addition, we avoid being “all things to all people.” Instead, we provide a clear path to safety, simplicity, and a reasonable rate of return in retirement. Our primary goal is helping our clients establish a solid and reliable retirement foundation.
Our Core Values
Safety First
Offer Reasonable Rate of Return
Keep it Simple
We Have Retirement Solutions for You
Fixed Index Annuities (FIA)
Annuities can provide a guaranteed lifetime income. In addition, fixed annuities and fixed index annuities also provide protection of your principal, regardless of market conditions. In this way, both of these annuity types could help you secure your retirement savings.
Indexed Universal Life Insurance (IUL)
In addition to providing lifetime income options, our practice also offers tax-free* income choices for retirees as well. Certain life insurance policies, such as indexed universal life insurance (IUL) may provide a way to take income during retirement, tax-free*.