Blue Line Financial is helping those who help us all.
Police, Fire, EMT's, Teachers, and other Municipal Employees

As with most other things in life, a key to achieving your long-term financial objectives is planning. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These things will not happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it is never too late to start. Due to the economic and financial challenges and uncertainty, municipalities may have had to adjust their operations on many different fronts. State and municipal budget discussions may affect employee pensions.  As a result, there may be more responsibility placed on the employee to help secure long-term savings for education, leisure and even retirement. Through Tom Parlon, what Blue Line Financial, LLC (BLF) offers is a three- pronged approach to helping create customized financial strategies:

  1. A complete analysis of current retirement savings (401(k), 457b or 403b plans) and what that savings may provide at retirement. The analysis includes any future pension income, as well as consideration of whether “Option A, B or C” is a suitable possibility. Strategies will focus on striving to minimize taxes* and determining the appropriate financial solutions & services to help you achieve your objectives.
  2. If applicable, a cost analysis of future college tuition needs as well as recommendations for savings strategies.
  3. Insurance needs analysis will assess the need for life, disability and, if applicable, long term care insurance.

Planning your financial future can be intimidating. Thankfully, you do not have to do it alone. We are trained professionals, focused exclusively on municipal employees, and can help you identify your financial needs and then determine the appropriate path for you. 

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting.