Portfolio Management
We provide tailored portfolio management solutions designed to align with your financial goals and risk tolerance. Our disciplined investment approach focuses on diversification, strategic asset allocation, and ongoing monitoring to optimize performance. Let us help you navigate the complexities of wealth growth and preservation with confidence.
Retirement Planning
Our retirement planning services empower you to transition smoothly into the next phase of life with financial security. We craft personalized strategies to ensure your income needs are met, balancing growth and stability to safeguard your future. Start building a retirement plan today that gives you the freedom to live the life you’ve envisioned.
Tax Planning
Maximize your financial potential with proactive tax planning that integrates seamlessly with your overall financial strategy. We identify opportunities to minimize liabilities, optimize deductions, and ensure compliance while preserving wealth. Partner with us to keep more of what you earn and achieve long-term success.
Investment Advisory Services
Our investment advisory services are dedicated to helping you build and manage wealth through personalized, goal-oriented strategies. By combining market expertise with a deep understanding of your financial needs, we create tailored solutions designed to optimize your investments and deliver long-term results. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.
Tax Preparation and Planning Services
We provide comprehensive tax preparation and planning services to help you navigate complex tax laws while maximizing your savings. By leveraging proactive strategies and personalized advice, we ensure your financial goals align with optimal tax outcomes year after year. Tax return preparation and tax planning services are offered through Chuck Blanton CPA, PLLC which is a Texas Professional Limited Liability Company. Chuck Blanton CPA, PLLC is not affiliated with LPL Financial, any broker dealer, state or SEC registered investment advisory firm.
Chuck Blanton, CPA
Chuck has been a professional in the accounting and finance industry since 1991, offering comprehensive tax services, financial planning, and investment advisory solutions to individuals, business owners, and companies. Over the course of his career, Chuck has held prominent roles, including Audit Manager at KPMG, Controller at Texas Pacific Group, Partner at Boucher, Morgan, and Young, and majority shareholder of BMY Wealth Management, Inc.
Chuck earned his bachelor’s degree in accounting from Tarleton State University. He is a Registered Investment Advisor Representative with LPL Financial and holds Series 7, 24, and 66 licenses through LPL Financial. Additionally, Chuck is a proud member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants.