What I Do

Capital Accumulation Strategies

Whether you’re saving for a home, preparing for your own retirement or building an estate to leave to heirs, proper investment planning requires a long-term investment strategy, a commitment to seeing that strategy through, and a clear understanding of your tolerance for risk. In short, you need a plan - one that’s consistent with your investment objectives, time horizon, and comfort level.

Pete Blanco can help you design – and implement – an investment strategy that will help you meet your personal and financial goals. He recognizes the commitment and responsibility he undertakes when he provides investment advice. That’s why he begins by assessing and analyzing your current position and listening attentively to your needs and concerns. Then, drawing upon his experience and the resources available to him, he can not only put together an investment strategy designed exclusively for you, he will also ensure that those strategies are still meeting your needs. Utilizing asset managers, mutual funds, fixed and variable annuities, variable life and other insurance products, and other asset accumulation vehicles, we can help you pursue a wide range of investment objectives.


Professional Money Management and Fee-Based Advisory Services

Professional Money Management Services gives the client an opportunity to have their assets professionally managed by money management firms whose style suit the client’s investment strategy. Pete and the money managers have the resources and capabilities to professionally manage your investment assets while keeping your financial objectives in mind.


Business Planning

You’ve built a successful business and you’d like to see it continue well into the future. But what happens if you die prematurely, become disabled, or simply decide it’s time to retire? With options such as funding a buy-sell agreement, key person life insurance, executive bonus, and business succession plans, Pete can help protect your business today, and
help ensure its viability tomorrow. Utilizing life insurance and other financial products, he can also help you set up a business continuation strategy that will allow for a smooth and orderly transition of the business to another family member, the next generation, or to your associates. He can also help you attract, motivate and reward key employees – including yourself - with state-of-the-art pension and profit sharing plans.


Estate Conservation Strategies

Many people do a great job meeting their lifetime financial goals and objectives, only to find they’ve left their biggest financial questions unanswered. Questions like: who will inherit my estate, and when? How will my heirs pay estate taxes and other final expenses? With proper estate conservation strategies today, you can help ensure that your heirs will have sufficient liquidity to settle your estate in a timely and affordable manner. Working with your other legal and financial advisers, Pete can show you how to take advantage of trusts, charitable giving strategies, and other sophisticated techniques that can help you
reduce the amount of taxes your estate will owe, and expedite the distribution of your assets to your heirs.


Providing for Your Family

If you’re like most people, you don’t like to think about the financial impact your death could have on the people who depend on you. But making provisions for your spouse, children, business associates, and anyone else, who would be affected by our premature death, is important. Pete will look at your whole financial picture - including any life insurance, investments, pension benefits you may have - and make recommendations that will help ensure the financial security of the people who are important to you.

 

Neither New England Financial nor any of its affiliates, employees, or representatives provides tax or legal advice.  Please seek the guidance of your own professional tax and/or legal advisors before making any decisions.

The information contained in this webpage is not intended to (and cannot) be used by anyone to avoid IRS penalties. This webpage supports the promotion and marketing of this financial products and service advisors. You should seek advice based on your particular circumstances from an independent tax