About Blackwater Financial
We specialize in providing on-demand, comprehensive financial advice for busy professionals. Our goal is to simplify your financial life, minimize risks and streamline your finances. We understand the stakes are high and work to make your finances straightforward and stress-free.
Todd Latocha, CFP®
👋 Hi, I’m Todd! I’m a Certified Financial Planner and the founder of Blackwater Financial. I’ve spent a decade working in wealth management and creating financial plans. I’ve worked in firms big and small, and with clients from every walk of life. I’ve served engineers, physicians, graphic designers, attorneys, teachers, college professors, tech workers, blue collar workers and many, many more. I’ve held the titles of Financial Advisor, Team Leader, and Director of Financial Planning. Most importantly, I love what I do and genuinely enjoy coming to work everyday.
During the first decade of my career, I became very disenchanted with the way most advisors serve clients who are still in the wealth accumulation stage of life. I created Blackwater Financial to fix this problem.
On Demand
Financial planning tailored to your busy schedule. Our services offer real-time access to expert advice whenever you need it. Whether you're navigating complex financial decisions or seeking quick guidance, our on-demand approach ensures you have the support you need, precisely when you need it.
Comprehensive
- Financial Planning
- Investment Management
- Investment Strategy Development
- Insurance Planning
- Risk Management Strategy Development
- Employee Benefits Optimization
- Tax Planning
- 401k Management
- College Savings Planning
- Cashflow Analysis
- Equity Compensation Strategy
- Estate Planning
- Home Purchase Evaluation
- Retirement Planning
Busy Professionals
Tailored for busy professionals aged 30-50 with $250k+ in annual income, we simplify your finances to reduce risk and save time. Our services are crafted to simplify your financial management, our streamlined approach ensures financial management is straightforward and stress-free.
Busy Professionals Across the U.S.
We cater to busy professionals across the U.S., providing expert financial advice tailored to your needs. Receive top-notch support, no matter where you are, making financial management simple and stress-free.
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.