Business Details
27 Years
experience
Your Trusted Financial Partner in Bethesda, MD
Blackman Financial Service was founded in 1999 to help families, professionals, and business owners achieve financial security. With over two decades of experience in financial planning and advisory services, our firm combines expertise in accounting, insurance, and investment strategies to deliver personalized solutions. We prioritize honesty and integrity, working closely with clients to crystallize their financial goals and implement actionable plans. Our team holds advanced certifications, including CPA and SEC-licensed Investment Adviser credentials, ensuring clients receive expert guidance. Located in Bethesda, Maryland, we serve clients across 15 states, offering tailored financial strategies that adapt to evolving life stages.Our commitment extends beyond individual clients to community engagement, reflecting our belief in responsible financial stewardship. Backed by partnerships with New York Life and Eagle Strategies LLC, we provide access to comprehensive financial products and resources. We specialize in life insurance, retirement planning, long-term care solutions, and business financial strategies, ensuring clients are prepared for both expected and unexpected challenges. Our approach emphasizes transparency, client education, and ongoing support to build lasting trust. By integrating personal and business financial planning, we help clients protect their assets, reward their teams, and secure their legacies.
Services
Life Insurance
Long-term Care Insurance
Disability Insurance
Income Annuities
Investment Planning
Details
- Year established: 1999
Highlights and features
- 20+ years serving the Baltimore-Washington metropolitan area
- CPA-qualified financial advisor with insurance and investment expertise
- Customized financial strategies for individuals and businesses
- Comprehensive approach integrating tax, legal, and estate planning
- Active community involvement and professional leadership
Associations and certifications
- SEC licensed Investment Adviser
- Eagle Strategies LLC
- Million Dollar Round Table (MDRT)
Services
Life Insurance
We offer customized life insurance solutions that protect families and businesses while building cash value. Our policies provide temporary or permanent coverage with tax-deferred growth potential. Clients can access policy cash values for retirement income or major life events while maintaining death benefit protection.
Retirement Planning
Our retirement planning services focus on creating sustainable income streams through annuities and investment strategies. We help clients transition from wealth accumulation to secure income distribution using immediate and deferred annuity products tailored to their retirement goals.
Business Solutions
We provide comprehensive business financial planning including succession strategies, employee benefits, and asset protection. Our services help business owners align personal and corporate financial goals while implementing tax-efficient solutions for company growth and transition.
Investment Advisory
Through NYLIFE Securities and Eagle Strategies, we offer diversified investment options including mutual funds, IRAs, and 529 plans. Our advisory services focus on long-term wealth growth with risk-appropriate strategies for individuals and institutional clients.
Long-term Care
We help clients protect their assets against long-term care costs through specialized insurance solutions. Our policies help preserve wealth while providing coverage for assisted living, nursing home care, or in-home medical assistance when needed later in life.
People
Kirk Blackman
Financial Advisor
Kirk Blackman is a Certified Public Accountant (CPA) and SEC-licensed Investment Adviser with over 20 years of experience in financial planning. He graduated from Georgetown University and has served clients in the Baltimore-Washington area since 1999, specializing in integrated financial strategies for individuals and businesses.
Questions
What financial services do you specialize in?
We specialize in life insurance, retirement planning, long-term care insurance, disability protection, and investment advisory services for individuals and businesses.
Are you licensed to work with clients nationwide?
Yes, we hold insurance licenses in 15 states and provide advisory services through NYLIFE Securities LLC and Eagle Strategies LLC.
What makes your financial planning approach unique?
Our approach integrates personal and business financial planning with tax-efficient strategies, leveraging over 20 years of local market expertise.
Do you offer business financial solutions?
Yes, we help business owners with succession planning, employee benefits, and asset protection strategies tailored to their specific needs.
What credentials do your advisors hold?
Our advisors hold CPA qualifications, SEC-licensed Investment Adviser status, and MDRT membership, ensuring professional excellence.
