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BlackBird Finance


Investment Analysis - BlackBird Finance

We’ll work with you to determine your investment objectives, risk tolerance, and then recommend an asset allocation for your portfolio. As well, we’ll recommend low-cost ETFs and mutual funds to utilize. While we do not directly manage or trade portfolios, we will help you set up and manage your accounts at your chosen custodian.

Budget Booster Kit

budget booster kit

Download your free budgeting guide including a budget template.

Download a Roadmap To Prepare For Retirement