On-Demand Financial Advice for Busy Professionals

We provide on-demand, comprehensive financial advice for busy professionals. Simplify your financial life, minimize risk, and streamline your wealth management with Blackwater Financial.

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Why Choose Blackwater Financial?

We turn complex financial challenges into clear, manageable solutions for mid-career professionals. Discover how our personalized service and expert guidance make wealth management effortless.

At Blackwater Financial we are...

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Comprehensive

We focus on all facets of your financial life, from investments to insurance and taxes, to create a coordinated, comprehensive strategy.

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CFP®

Receive top-tier financial planning and wealth strategies from an experienced Certified Financial Professional® who understands you.

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Personal

Experience a straightforward, no-pressure process with actionable steps that are tailored to your unique goals & align with your financial needs.

You're in The Middle of Your Career

Your life is busy and you have $250k+ in annual income.

But you have questions...

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“How do I balance living life today and planning for tomorrow”

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“How can I simplify my finances to avoid costly mistakes?”

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“How can I meet both my short term and long term goals?”

...and we have answers!

Book Your Free Assessment

Ready to take control of your financial future? Book your Free Assessment now and start with an easy 20-minute conversation to streamline your wealth.

Our calls are always relaxed and hassle-free. Guaranteed.

Let's Work Together!

We'll start with just two simple steps. No pressure, no hard sell tactics—just a chance to see if we’re the right fit for you. We'll ask you to take your time and commit when you’re ready.

It works like this...

Step #1

Schedule a 20-min Intro Call

Join us for a relaxed, pressure free intro where we’ll see if we click. We'll lay out our services, fees, and what’s next!

Plus, we'll offer you a Free financial assessment to kickstart your journey toward financial clarity.

Step #2

40-min Assessment Review

In our next chat, we’ll dive into your free financial assessment and map out practical, impactful changes to simplify your financial life, better align your money with your goals, and help you build wealth.

It’s all about showing you how we can make managing your financial life as effortless as a cup of coffee.

Download Your FREE Guide

Grab our FREE case study, The Top 5 Tax-Saving Moves Your Accountant May be Missing, to learn strategies to help you save more of your hard-earned income!

*By downloading you agree to receive emails from Blackwater Financial.

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About Us

Here to Support You

At Blackwater Financial, we provide on-demand financial advice for busy professionals. Led by Todd Latocha, CFP®, we simplify your finances and help you build lasting wealth with ease.

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Start Your Financial Journey

Ready to simplify your finances and build your wealth? Book your Free assessment today—it all starts with a simple, laid back 20 minute call.

Our calls are always relaxed and hassle-free. Guaranteed.

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