Our Consulting Services Division holds a core strength in the development and implementation of comprehensive strategies that integrate the key functional areas below into a single strategy for the business owner.

We provide customized solutions that create significant incremental value by working hand-in-hand through the key areas. Though many of our client engagements begin focusing on just one of these areas, most clients ultimately hire us to implement the entire program.

We typically design our engagements to be a flat-fee charge for the client and include a detailed Letter of Engagement so everyone is fully aware of process, outcomes and costs. However, we do have several clients that have placed us on permanent retainer as well.

• Business Succession Planning - Leading the business owner through the entire process of transitioning out of his/her business. We specialize in Comprehensive Transition Planning and Tax-Favored Transaction Planning.
• Business Protection Strategies - Business Protection Strategies are geared to help the business owner protect and grow the business. Our most common strategies include Key Employee Profit Share and Retention Plans as well as Comprehensive Buy/Sell Strategies.
• Estate Planning - Our focus for estate planning is two-fold. This first is around the family by providing expertise in Family Protection and Special Needs planning. The second is around Estate Tax Reduction Strategies. Our goal is to preserve both the family harmony and family wealth.
• Advanced Retirement Planning - Advanced Retirement integrates Tax-Favored Retirement Planning with Comprehensive Personal Financial Consulting to create a single financial strategy to ensure your future wealth.
• Personal Planning - Our Personal Planning practice provides an opportunity to work with clients in areas of personal concern such as Income Replacement needs, Disability concerns and non-business related investments.

Feel free to Contact Us directly to discuss how our consulting services can help you.

Blevins Financial, LLC
306 240th PL SE, Sammamish, WA 98074
Phone: 425-837-5419     Fax: 425-484-4004

Securities offered through: Ogilvie Security Advisors Corp.,
Member FINRA/SIPC, Phone: 312-335-5476