Why We're Different

Bleakley Financial Group prides itself in its 360-degree approach to fiscal projection and wealth management. Most money management strategies examine one or two aspects of wealth planning, but our 360-degree method considers every area of the financial lives of our clients. The result? A more comprehensive, in-depth, personalized wealth-building plan that benefits you.

 

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Why We're Different

Our 360-degree Approach

We take a holistic approach to financial planning

 


 

Our plans are customized for you.

Personal Financial Planning

When it comes to personal financial planning, think of Bleakley Financial Group as architects who will help design your financial home. After listening to your goals, we’ll create a financial blueprint that’s solid, easy to follow, simple to build upon, and flexible enough to withstand unexpected emergencies. 

Personal Financial Planning

Private Wealth Management

Clients approach us at various stages of their financial journeys. No matter where you are currently, we can help you grow more. We’re here to help you achieve your financial goals, whether you’re saving for your child’s college tuition, wanting to grow your assets, hoping to purchase your first home, or planning your retirement. Private wealth management services include (but are not limited to) the following guidance:

Private Wealth Management

Business Planning Solutions

One of the key components to maintaining a successful business is careful and diligent financial planning. Organizations spend millions of dollars each year to develop financial strategies that will build, grow, and protect their assets. Let us provide your business with the same protection and guidance by creating a financial blueprint that will help you worry less about money and focus more on your business.

We provide the following business planning solutions:

  • Buy–Sell Agreement Planning
  • Business Transfer Techniques
  • Qualified Retirement and Executive Compensation Packages
  • Employee Benefit Coordination
  • Succession Planning Strategies

Financial Institutional Services

Multi-tasking isn’t easy, especially for organizations involved in the complex areas of finance and investments. Balancing efficiency and due diligence processes while limiting unnecessary liability can seem like a daunting, if not impossible, task. Fear not. We take the “stress and guess” out of the equation by developing a comprehensive and flexible plan with the best course of action for your organization.

This includes:

  • Assisting and educating plan sponsors on fiduciary responsibilities and compliance procedures
  • Developing and implementing an investment policy statement
  • Conducting a robust provider search and fee benchmarking analysis
  • Putting a fund lineup in place to select the most appropriate investment vehicles to meet goals
  • Performing quarterly due diligence reviews
  • Conducting an annual in-depth plan review
  • Holding educational events each month for participants

Medicare and Social Security Planning

Obtaining Medicare coverage can be confusing. There are multiple deadlines to meet and a variety of options that can be difficult to understand. We know that each person has different Medicare needs, which is why we’re committed to helping you make the best choices to fit your lifestyle and current needs.

When it comes to Social Security, many people don’t understand the benefit program and fail to collect what they’re owed, thus leaving money on the table. We help you make smart decisions to maximize your benefits utilizing the current strategies available to you.

At Bleakley Financial Group, we can assist you with making the best decisions that are optimized to fit your specific situation, needs, and goals.

Listen to our latest webinar on Medicare

ESG Responsible Investing

Responsible investing is more than avoiding “sin” stocks. It’s about making investments that positively impact our environment, social responsibility, and corporate structures, while also focusing on positive returns. Also known as environmental, social, and governance (ESG) investing, this approach considers the sustainability and societal impact of each investment. We believe that money is simply a tool, and when it’s put toward the right purposes, one that can improve the futures of our communities.

Can You Really Do Well And Do Good At The Same Time?

Life Coaching

Financial planning isn’t just about money. Excellent fiscal health goes hand-in-hand with one’s physical or mental health: It’s established by good habits over time. That’s why we have a certified life coach on staff to provide complimentary sessions to our clients.

Dealing with financial stresses can be difficult, especially when facing traumatic life events like moving, divorce, job loss, or the death of a loved one. Life can throw unexpected curveballs that upend even the most diligent financial planning. 

Life coaching services will help clients navigate the emotional ups and downs of life’s many challenges, including:

  • Retirement or job loss
  • Divorce
  • Death of family members or friends
  • Caring for children or aging parents

Document Review

As part of our financial planning process, we find it critical that we take into account our clients' entire financial picture to ensure it aligns with their overall goals.  The purpose of this review is to provide our clients with valuable feedback that they can then discuss with a legal professional.

This includes a discussion of the following documents:

  • Trusts
  • Wills
  • Business Agreements
  • Tax Docs
  • Power of Attorney
  • Divorce Decrees