I have designed my firm to focus on what I care about most, seeing people get more with their hard earned money.  Being confident and comfortable with your investments and financial plan is a key component to your success and ability to live in financial peace and abundance. It is my job to help educate you, find the appropriate resources, and guide you along the way.

Black Creek Financial Management offers valuable expertise in assessing your financial situation, goals, and risk tolerance to create a personalized plan. I will guide you in building a diversified investment portfolio aligned with your objectives, while managing risk effectively. Specifically, I will assist in planning for retirement, including estimating expenses, optimizing retirement accounts, and maximizing Social Security benefits. Additionally, my company will help adapt your financial plan to major life events like marriage, parenthood, job changes, or unexpected setbacks, ensuring you stay on course toward your financial goals.

Building Wealth– Helping individuals, per their unique situation, work towards their goals on their terms

– Taxes, Current vs Future values, and investments are all considered

– Work with CPAs, if necessary, to refine the plan

Soon-to-be retirees– Help individuals understand and prepare for Medicare, SSI, and shifting investments based off needs after working

Social Security Income (SSI) Analysis- Do you take early or later, pros vs cons

Medicare- helping you understand, at a high level, what the options and supplemental policies are

Investing for now and the future- Do you still need growth or is it time to create income, what is the best way to do this with taxes and social security benefits in the mix