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Bold Solutions for a Complex World

We’re Blackwood Financial Group, a financial advisory firm based in Pensacola, Florida and working across the country. Unlike many financial advisors, we are comfortable working with complexity and uncertainty; in fact, it’s where we thrive. At Blackwood Financial Group, we pick up where others leave off. We paint the vision, craft the strategy, and only then do we act, using our experience to guide the way. Whether your goal is preparing for retirement or establishing your financial legacy, our team will create solutions that will allow you to focus less on your finances and more on living the life you choose. We help our clients avoid the problems of the past while creating a more powerful vision for the future.

Helpful Content

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Infographic: Whole Life Insurance Can Be an Essential Piece

Infographic: Whole Life Insurance Can Be an Essential Piece

You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.

Layers of Protection

Layers of Protection

Take these five steps to protect your financial well-being before making any other changes.

 

Gift Giving: Spend Less, Enjoy More

Stressed about the cost of holiday gift giving? You’re not alone.

3 Ways Charitable Giving Can Benefit Your Business

More and more companies are choosing to donate to charities through volunteering their time, resources, or both.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

What Do Fine Wine and Financial Planning Have in Common?

Do you love wine? Next question: Are you financially confident? This one is a little harder to answer, right?

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

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