Broker Check

Wealth Management

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Black River Financial LLC offers a variety of services and products to help our clients in their retirement years.

Investment Management

  • Asset Allocation Programs 
  • Managed Accounts 
  • Fixed Income Portfolios


  • IRA/401k Account Review
  • IRA/401k Rollovers
  • IRA Annuities Review


  • Retirement Income Planning 
  • Social Security Income Planning 
  • Insurance Planning

Retirement Plans

  • 401k, Profit Sharing, Cash Balance, Defined Benefit
  • Plan Design and Implementation
  • Participant enrollment and education
  • Plan benchmarking
  • Plan Assumption