Comprehensive Planning

Comprehensive Planning

Comprehensive Planning at QueenCity Financial Group ensures your legacy is managed and distributed according to your specific wishes. Our team of experienced financial advisors provides customized solutions, tailored to your unique circumstances. This approach may not only safeguards your assets but could also minimizes tax implications for your beneficiaries, ensuring efficient transfer and preservation of your legacy.


We conduct a thorough assessment of your financial situation to craft a plan that addresses potential complexities and may help give you peace of mind for you and your loved ones. Contact us to schedule a no-cost, no-obligation consultation and learn how we can help you create a comprehensive plan that reflects your values and future aspirations.

How Can We Help You Today?

Have questions or need more information about our financial and insurance services? We're here to help! Reach out today to learn more about how we can assist you in achieving your financial goals. We look forward to hearing from you!

Investment Advisory Services offered through Blackridge Asset Management an SEC Registered Investment Advisory. Securities offered through PEAK Brokerage Services, LLC Member FINRA/SIPC. Blackridge Asset Management, LLC is a separate an independent entity from Peak Brokerage Services, LLC. Queen City Financial Group is a separate an independent entity from Peak Brokerage Services, LLC.