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General Info
We are a top fee-based Registered Investment Advisory and Financial Planning Firm. At Blackhawk Financial Advisors, we combine legal expertise with certified financial planning to provide tailored, in-depth analyses of your financial options. With our lead planner's dual accreditation as both an attorney and a CERTIFIED FINANCIAL PLANNER, we possess a unique ability to meticulously analyze your options, benefits, and risks—ensuring you make informed decisions that align with your goals. We believe in the power of, not just investments in stocks and bonds but, developing a comprehensive strategy for financial independence that includes multiple streams of income: stock dividends, bond interest, real estate, annuities, and potentially other businesses.Financial planning/wealth management services are available to business owners, executives, law firms, athletes, entrepreneurs, families, and individuals. We provide: Investment management/wealth management services – we manage the funds ourselves and/or we use some of the top investment managers in the country. Retirement/financial plans – we are with you step-by-step to implement the plan. Business succession/exit planning – we strategize with your team to help you maximize the net after-tax proceeds you receive after selling your business. After all, it’s not what you sell your business for that matters – it’s what you get to keep after taxes. 401(k)s, IRAs, retirement plans, and defined benefit pension plans – we set up the accounts to help with tax reduction strategies. Finance organization – we are at clients’ homes copying, scanning, filing, and shredding so that every financial document is in its proper place. Risk management/insurance analysis – we work with you to ensure that your loved ones are protected.
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Services/Products
Advisory services offered through Blackhawk Financial Advisors, LLC. Blackhawk Financial Advisors, LLC is wholly owned by Hawk Holdings LLC, a Nevada Corporation. Blackhawk Financial Advisors, LLC is a Registered Investment Advisor in California, North Carolina, and South Carolina. Diane Johnson is an Investment Advisory Representative of Blackhawk Financial Advisors, LLC. Representatives of Blackhawk Financial Advisors, LLC. are licensed to offer insurance: CA Insurance License #0F69571, #4348342.
Accreditation

Esq., J.D., Certified Financial Planner

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Details

Phone: (925) 262-4800

Address: Danville, CA 94506

Website: http://www.blackhawkfinancialadvisors.com