Business Details
28 Years
experience
Your Trusted Financial Advisor for Retirement Planning in The Villages, FL
Blackston Financial believes retirement extends beyond financial assets, emphasizing a holistic approach to retirement planning. Since 1998, we have provided tailored strategies using investment and insurance products to address our clients' unique needs. Our team of certified professionals, including CEP, RFC, and CSA designations, specializes in retirement income, wealth management, and legacy planning. We prioritize client education through community events, seminars, and publications like Have You Ever Been Bitten by an Elephant? Our independent advisory services are registered with the SEC, ensuring transparency and adherence to regulatory standards.We collaborate with top insurance carriers to offer customized Medicare solutions, focusing on long-term care and tax-efficient strategies. Winner of the 2024 Leesburg Daily Commercial Community's Choice Award, we combine local expertise with national resources. Our commitment to community extends to charitable initiatives, including partnerships with The Villages Honor Flight. With offices in The Villages and Mount Dora, Florida, we serve clients across Central Florida through personalized consultations and educational programs.
Services
Retirement Income Strategies
Wealth Management
Medicare Coverage
Estate Planning
Asset Protection
Tax-Efficient Solutions
Long-Term Care
IRA Rollovers
Legacy Planning
Investment Advisory
Details
- Year established: 1998
Highlights and features
- We specialize in retirement income strategies with over 25 years of industry experience.
- Our team holds advanced designations including Certified Estate Planner and Registered Financial Consultant.
- We prioritize client education through award-winning publications and community seminars.
- Winner of the 2024 Leesburg Daily Commercial Financial Planning Services Community Choice Award.
- Offering SEC-registered investment advisory services with transparent compliance standards.
Associations and certifications
- SEC (U.S. Securities and Exchange Commission)
What people say
Award-winning
Personalized strategies
Community involvement
Expert guidance
Comprehensive solutions
Services
Retirement Income Strategies
We create customized retirement income strategies balancing growth and preservation using investment products and annuities. Our approach considers Social Security optimization, tax implications, and sustainable withdrawal rates. Clients benefit from ongoing strategy adjustments to maintain financial security throughout retirement.
Medicare Coverage
Our independent advisors compare plans from top carriers to find Medicare Supplement and Advantage options matching your healthcare needs. We explain Part A/B/D differences and how income affects premiums. The process includes eligibility checks and coverage gap prevention strategies for prescription drug plans.
Estate Planning
We develop estate plans using IRA legacy strategies and referrals to trust specialists. Services address asset protection, probate avoidance, and charitable giving opportunities. Our approach ensures wealth transfer aligns with your values while minimizing tax exposure for beneficiaries.
Wealth Management
Comprehensive wealth management covers investment portfolio construction, risk management, and tax-efficient growth strategies. We focus on diversified asset allocation and long-term care planning. Regular reviews ensure strategies evolve with market conditions and personal circumstances.
Financial Seminars
Free educational seminars cover retirement income strategies, Medicare basics, and estate planning essentials. Interactive sessions include Q&A with advisors and take-home resources. Topics help pre-retirees understand market risks and create sustainable withdrawal plans.
People
David Blackston
Founder and CEO
David founded the firm in 1998 after banking career experience, holding CEP, RFC, and CSA certifications. He authors retirement planning publications and leads client strategy development with 25+ years in financial services.
Kyle Blackston
President
A Registered Financial Consultant with Troy University broadcasting background, Kyle creates comprehensive retirement plans. He serves on Lake Cares Food Pantry board and holds Florida insurance licenses.
Andrea Blackston
Senior Vice President
Andrea oversees operations with sales and marketing expertise, contributing to the firm's organizational structure. She co-founded the business with David and manages daily operations while engaging in community activities.
Samantha Stocksett
Medicare Specialist
A University of Central Florida finance graduate, Samantha assists with Medicare planning and client paperwork. She has served clients since 2015 after completing Series 65 exam and insurance licensing.
Deanna Mangiardi
COO
Deanna joined in 2023 with two decades of insurance, securities, and hospitality management experience. She holds Million Dollar Producer recognition and focuses on client service operations across multiple locations.
Questions
What retirement planning services do you offer?
We provide retirement income strategies, wealth management, tax-efficient solutions, and legacy planning tailored to your specific needs.
Do you help with Medicare coverage?
Yes, we offer customized Medicare Supplement and Advantage plans through top-rated insurance carriers with no-obligation quotes.
Are your advisors qualified?
Our team includes CEP, RFC, and CSA certified professionals registered with the SEC with decades of combined experience.
How do you charge for services?
We operate through product-specific commissions and fee-based advisory services detailed in our SEC-mandated disclosure documents.
What educational resources are available?
We offer free seminars, downloadable guides, and the book Have You Ever Been Bitten by an Elephant? on retirement planning.
Videos
