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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

How Helping Charities Helps You

How Helping Charities Helps You

Donation is on people’s minds around tax season.

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

How to Make Smart Debt Decisions

How to Make Smart Debt Decisions

Making smarter decisions about debt can help you reduce stress.

 

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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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