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A Message from Cheri
Our mission is to make finance and investing easily understood so you can make confident decisions to help your money last your lifetime. My passion is empowering women to get a better hold of their financial situation, to feel confident and know your finances can withstand the transitions and changes life may bring you.
What We Can Do For You
We are passionate about helping empower and support clients through every stage of your financial journey. We utilize a holistic approach that’s built on trust and recognize that what is important to you when it comes to your values, financial goals and vision for the future, is our number one priority.
We take the time to get to know you, your life and financial goals, both in the short and long-term, and put together a strategy to reflect your needs, values and vision for the future.
We help create an investment strategy that fits with your values, goals, risk tolerance, where you are in life, and where you want to be.
We take the time with you to assess your retirement goals, your trajectory, and provide a social security analysis, as well as a customized income strategy for your pre and post retirement years.
We provide investment strategies to support wealth preservation and legacy planning for transferring assets to the next generation, with the understanding that planning now for what you will leave behind is a gift to yourself as well as your loved ones.*
We incorporate strategies that can help manage risk in your financial plan, including investments that can address potential income loss and tax liabilities to yourself or your loved ones, especially during times of uncertainty.
If you’re planning ahead or addressing a recent change in your life, we offer customized planning to assist with periods of transition, whether due to marriage, divorce, health, death, inheritance, career change or business succession.
*Cheri Blair Financial Services does not draft estate planning documents, nor prepare tax returns. We are happy to refer you to a trusted professional and coordinate with them on your behalf to help you create your best strategy in these areas.
We Are Here to Help. Get In Touch For a 15-minute chat…
Cheri Blair Financial Services
1150 Garden View Road #231840
Encinitas, CA 92023