BLRS is always seeking like-minded professionals who share our commitment to delivering the most effective and comprehensive solutions possible to their clients. Whether you are a financial advisor looking to merge or sell your practice, or a practitioner in an area such as tax, legal, insurance or investments seeking a strategic partner to complement your core competencies, we can help. Being a strategic partner means having a reliable and trusted resource to complement the valued services you provide to your clients. Our current network includes investment analysts, estate attorneys, accountants (CPAs), portfolio managers, real estate agents, mortgage brokers, geriatric care managers, long term care and insurance specialists. To explore strategic partnership opportunities with BLRS, call 518-581-1666 or email us.

The first step is an initial inquiry from you. Call us at 518-581-1666 or email us. We offer a no-cost, no-obligation initial meeting. Appointments are scheduled based on availability during normal office hours. We look forward to speaking with you!

The word “swan” is an acronym for “sleep well at night”. As such, the BLRS swan logo embodies the key qualities of our firm, as well as the experience we want our clients to have when working with us. Peaceful, loyal and tranquil, the swan always appears to be in a state of ease and contentment. And as a symbol of truthfulness, fidelity and transformation, it captures the essence of what individuals can experience when they know their wealth is aligned with their life and their financial well-being is in good hands.

Yes. Section 212 of the Internal Revenue Code permits an itemized deduction for tax, financial and/or investment advice in the miscellaneous section of your Schedule A. It is subject to a 2% floor of the adjusted gross income of your personal tax return. Please consult with your tax advisor for specific information and to determine your eligibility.

SEI provides all tax reporting data via a comprehensive Form 1099 at year-end. By law, this must be mailed each year no later than January 31st.

No. While we would like you to stay with our service forever there is no obligation on your part to do so. We fully disclose in our contracts that clients can terminate with us at any time upon receipt of written notice.

We stay in touch with you a few times per month with a complimentary subscription to Retirement Intelligence, our email based newsletter, and our Weekly Market Update. We also publish a monthly hard-copy newsletter for all private clients and usually speak to each client 2-4 times per year depending on the complexity of their situation and their individual preferences. Some want more frequent contact and some desire less. It’s totally flexible and up to you.

We give you the option to meet with us as often as you’d like. Generally, clients like to get together to discuss their portfolio(s) and progress toward their goals on an annual basis. Additionally, we encourage you to contact us before or when you go through a major life event, such as a retirement, a new job, a baby, a marriage, a divorce, loss of a spouse, before making major purchases or starting your own business.

We have thorough processes in place to review accounts weekly, monthly and quarterly. When circumstances warrant however, such as market irregularities or a specific need surfaces, we may review your account(s) more frequently and contact you immediately. All accounts are managed on a non-discretionary basis, therefore BLRS cannot make modifications until we mutually agree on a new course of action.

SEI Investments (NASDAQ: SEIC) is a leading global provider of asset management and investment technology solutions. The company’s innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth.

As of the period ending December 31, 2011, through its subsidiaries and partnerships in which the company has a significant interest, SEI administers $404 billion in mutual fund and pooled assets, manages $172 billion in assets, and operates 22 offices in 12 countries.