Engineering and scientifically minded individuals and their families come to Michael Blackwell’s team to get help for their financial future. Every financial plan we create is tailored to their particular situation. What might work for someone without children who wants to retire early and travel, won’t necessarily work for someone with children or for clients who are taking care of elderly parents. We recognize this. This is why we spend so much time creating personalized plans.
Michael Blackwell came to this focus by working in the metals and technology business as an engineer in Pennsylvania. He recognized several things. While he enjoyed engineering, he found himself drawn to finance. Many of his hard-working colleagues were concerned about saving enough for retirement, being able to afford college for their children, and helping take care of elderly parents. Colleagues with Bachelors, Masters, and PhD degrees had little time to study financial planning intricacies, plus they had little trust of the system and a lot of uncertainty. After many discussions with friends, family and colleagues, Michael decided to study financial planning and enrolled in an executive program at Georgetown University in Washington DC. He learned He could make a difference.
A career change was made and he moved across the country to partner with his father-in-law in New Mexico. With our geographical proximity to two national laboratories, Los Alamos National Laboratory and Sandia National Labs, many of his clients are engineers and scientists. The team has had an active presence in the Los Alamos area for over 20 years. Michael’s background as an engineer combined with his passion for personal finance has made working with engineers and scientist a natural fit. Clients come to his team when they want to simplify their financial lives, have someone they can depend on, and want to reduce their financial uncertainty.
As CERTIFIED FINANCIAL PLANNER practitioners, we will review your whole financial picture to educate you on the best decisions for you & your family to help achieve your goals within your risk tolerance while providing high quality of service. To learn more, email us.
See April On the Markets from the Global Investment Committee featuring
• “Uncomfortable” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., admits to having been apprehensive when he published a bullish cover story for the 2017 outlook in January. He argued that a global synchronous economic recovery would carry the markets higher, an out-of-consensus view at the time. So far, it’s working out.
• “Rocking Retail” Economic statistics suggest consumers have plenty to spend, but they are changing the way they’re doing it. While online sales are on the rise, store closures are soaring, writes Denny Galindo, equity strategist at Morgan Stanley Wealth Management.
• “Keeping More of What Your Investments Earn” Have you noticed that taxes are taking a big bite of your investment gains? Tax-efficient investing offers ways to enhance your aftertax returns. This article is an excerpt from a recently published Morgan Stanley Wealth Management Special Report.
• Plus, look for more on investment strategy, equities, mortgage-backed securities, municipal bonds and commodities.
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On the Markets
The Blackwell – Carroll Group, Third Quarter 2015