GET TO KNOW US
Our Mission, Values, and Motto
Here at Blades Incorporate, our motto is that EachOne – TeachesOne!
We make it our business to help you and your business succeed. Whether you need help with business planning, strategic tax planning, payroll processing, or all forms of administrative services, we have programs that need to make your business thrive.
With over 15 years of experience in helping individuals and entrepreneurs, develop success in their fields of choice. Our focus is finding areas where your business could be more productive and successful and then helping you develop the path to get it there.
What do we do?
HOW WE OPERATE
We start with education and focus on bringing clarity to an industry full of complexity and confusing jargon. We lose the jargon and focus on getting to know you. Then we create and help implement customized financial plans tailored to achieve your goals and grow your wealth. In line with the ongoing nature of our relationship, we charge a fixed annual fee that is paid on a monthly basis. The fee is calculated according to your net worth and is reset annually to account for changes in your net worth over time.
We provide a combination of financial planning and investment management services. We’ve developed a collaborative approach to help you organize your goals and needs. We then develop and help implement a plan designed to make more purposeful decisions aimed at achieving those goals. We take our client’s relationships very seriously and hold ourselves to the highest ethical standards.
Life is full of important transitions. You can rest assured that we’ll be by your side through these transitions, be they family growth, career changes, retirement, or intra-family transfers. We’re here for the long haul to serve as your trusted partner.
