Blomstrom Hurdle Associates, LLC

Michael Hurdle, Registered Representative

 

 

 Helping people plan for the life they really WANT to live

Planning for the accumulation, preservation, and distribution of wealth is challenging in todays dynamic global market.   Prudent guidance can provide the confidence you need to address personal goals and objectives.

Whether your wealth is valued at $10,000 or $10,000,000, it is important that you are actively addressing the issues that managing wealth presents.  We have found that there are 8 Wealth Management Issues that are most important to our clients and their families.  Each of these are interrelated and act as a balancing scale.

Because of this balance, it is critical that you have one Advisor who is knowledgeable about your complete financial picture.  I can help identify and prioritize these issues and create an action plan that can be executed according to your specific needs.

 Let me help you plan for the life of your dreams

 (Visit the Learning Center for useful information you can use right now)
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Lease Payment

How much would your monthly lease payment be?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Newsletters

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

Still Time for Stimulus Benefits

The American Recovery and Reinvestment Act of 2009 offers some short-term tax benefits designed to encourage consumer activity and boost particular sectors of the economy.

More Newsletters →