Kirk Blackman

Financial Adviser helping families and business owners develop a sound financial strategy.

Role
Principal, Financial Advisor at Blackman Financial Services
Location
Bowie, MD, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kirk Blackman

After addressing the financial needs of financial institutions, government, and not for profit clients for 10 years as an auditor and consultant for one of the remaining “Big Four” accounting firms I understand the need for sound financial management and processes. I began my financial planning business in March of to help families, professionals, and business owners plan for and achieve their financial goals. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. 2303 Prima Road Mitchellville, MD 20721 Tel.30••••••00 I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. I am not licensed in all jurisdictions. AR Lic.#20•••62, CA Lic.#0D39361 Neither Blackman Financial Services nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Blackman Financial Services is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Specialties: Separately Managed Accounts, Asset Allocation, IRA Rollovers, 401(k), 403(b), Profit Sharing Plans, SEP IRAs, SIMPLE IRAs, Life Insurance, Disability Insurance, Health Insurance, Long-Term Care Insurance, Executive Benefits, Employee Benefits, Buy-Sell Funding, Key Person Coverage, Estate Planning, Business Succession Planning

Experience

  1. Principal, Financial Advisor

    Blackman Financial Services

    Sep 2005 — Present · Mitchellville, MD

    Agent licensed to sell insurance through New York Life Insurance Company. Blackman Financial Services is not owned or operated by New York Life or its affiliates.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

Education

  • Georgetown University

    BSBA, Accounting

    1985 — 1989

Skills

  • Estate Planning
  • Investments
  • Annuity Sales
  • Retirement Planning
  • Buy-Sell Agreements
  • Grandchild Gifting
  • Variable Annuities
  • Small Business
  • Key Person Protection
  • Wealth Transfer Strategies
  • Education Funding Strategies
  • Business Succession Planning
  • Life Insurance Strategies
  • 401(K) Rollovers
  • Lifetime Income Strategies
  • Mutual Funds
  • Long-Term Care Insurance

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Kirk Blackman — Principal, Financial Advisor at Blackman Financial Services in Bowie, MD, US | Unifers