A special focus on serving women
One of our specialties is working with women, specifically addressing the unique financial goals, needs and concerns they have. They may be experiencing a life-changing event, such as the loss of a spouse or partner through death or divorce, or they may be busy businesswomen or professionals who realize they could benefit from experienced financial guidance.
Women want to work with an advisor who is highly knowledgeable about the crucial financial matters at hand, one who will provide guidance at every step and speak with them as an equal in an easy-to-understand way and, most importantly, take a personal interest in seeing them make progress along the way. That’s what you will find at Blunt Wealth Services, founded and led by a woman and dedicated to serving you.
We are highly experienced in assisting women in all of these situations. As more and more women are taking greater control of their financial futures, we are proud to play an important role in advising them.
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Losing your spouse or partner is undoubtedly a highly emotional event in your life, one that can have major financial implications as well. There are many decisions to be made regarding issues, such as life insurance proceeds, Social Security and the retitling of financial accounts. You may be concerned about outliving your savings or not having sufficient income each month to maintain your lifestyle. You may be managing your financial affairs on your own for the first time in your life. We are here to help you address all of these matters in a compassionate manner.
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Whether you are newly divorced or going through a divorce, we can collaborate with your attorney and guide you through the financial details of dividing assets and managing taxes – giving you an opportunity to move forward with your life.
We understand the financial complexities you can experience during a divorce and can empower you to make informed decisions throughout the process to help mitigate any surprises. For instance, what might first appear as an equal distribution of an asset may not be so after considering the original cost basis and tax consequences of liquidating or transferring the asset.
After a settlement has been reached, we can work with you to create a plan to support your current lifestyle and pursue your future goals.
Danielle Blunt is a Certified Divorce Financial Analyst® with years of experience in divorce financial planning. She also has been through a divorce herself and knows firsthand the emotions and feelings that go along with even the most amicable divorces. She can help you make the most of the divorce settlement by reassessing your needs and wants as well as your investments to ensure you have a clear path to your new future.
Certified Divorce Financial Analyst® and CDFA® are trademarks of the Institute for Divorce Financial Analysts™ (IDFA) in the U.S. and/or other countries. The designation of Certified Divorce Financial Analyst® is awarded by IDFA to individuals who successfully complete the training and test requirements set by IDFA.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
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Many of the women we serve are strong independent women that want a financial advisor who treats them as an equal and doesn’t talk down to them, one who advises them about money matters and helps them avoid costly financial mistakes.
The women we serve have worked hard to attain their level of success and now just want to have a plan in place for pursuing their future ambitions and make sure their money is wisely invested.
