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Who We Serve

Thoughtful guidance should be available to anyone who’s ready to take the next step on their financial journey. Are you?

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A Lifetime of Financial Planning

Black Sheep Financial can create a plan for your present needs and future goals, no matter what phase of life you’re in right now. Our goal is to guide you on a path to lifelong financial confidence.

Age 0-15: <br/>Introduction to Finance

Age 0-15:
Introduction to Finance

Custodial Roth IRA
Education Planning
Introduction to Financial Concepts
Life Insurance

Age 15-20: <br/>Early Investing

Age 15-20:
Early Investing

Budgeting
Education on Investing
First Investment Accounts
First Job
Savings

Age 20-30: <br/>Managing Money

Age 20-30:
Managing Money

Budgeting
Employer Benefits
Investing
Paying Off Debt
Power of Attorney
Savings
Tax Education
Utilizing 401(k)

Age 30-50: <br/>Planning For The Future

Age 30-50:
Planning For The Future

529 Plans
Budgeting
Estate Planning
Financial Planning
Life Insurance/Risk
General Investment Accounts
Retirement Savings
Roths/401(k)s
Tax Planning

Age 50-70: <br/>Retirement Preparation

Age 50-70:
Retirement Preparation

Estate Planning
Financial Planning
Insurance Review
Investment Accounts
Long-Term Care
Retirement Planning
Tax Planning
Trusts*

*LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial.

Age 70+: <br/>Legacy Planning

Age 70+:
Legacy Planning

401(k) Rollovers
Charitable Giving
Estate Planning Strategies
Family Gifting
Investment Accounts
Long-Term Care Planning
Medicare/Health Insurance
Retirement Distribution

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A Lifetime of Financial Planning

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