SOURCE: Blumark


February 17, 2012 09:05 ET

Blumark Brings One-Stop Financial Planning to Michigan's Upper and Lower Peninsulas

Launch Celebration Includes $99 Tax Prep Promotion and Fundraiser to Benefit Great Lakes Nonprofit Organizations

ROCHESTER HILLS, MI and SAULT STE. MARIE, MI--(Marketwire - Feb 17, 2012) - Blumark -- a one-stop financial consulting firm created by former team members from KPMG, American Express and other global financial firms -- launches today with offices to serve clients across Michigan, including the Upper Peninsula.

To celebrate the launch, Blumark and its affiliated Blumark Tax Advisors are offering clients an introductory $99 special on tax preparation. The discounted $99 fee covers preparation of a standard 2011 tax return, which typically costs $250 - $300.

In addition to the discount, Blumark will mark the launch with a fundraiser to benefit three local charities -- the Sault Ste. Marie Chapter of the United Way, and Detroit Metro-based Operation: Kid Equip and Golden Retriever Rescue of Michigan (GRRoM).

Clients who make a charitable contribution to one of the above-mentioned nonprofit organizations before April 15th ("Tax Day") will have their donation matched 50 percent by Blumark. For example, if a client donates $20, his or her donation will grow to $30. Blumark will make this additional contribution until the company reaches a total of $5,000 in matching funds.

"We are committed to helping the community while giving people across Michigan the very best, most personalized financial planning and tax preparation services," said Henry Guzzo, CFP®, ChFC, CLU, Blumark's Co-Founder and Director of Financial Planning. "And we can't think of a better way to celebrate our launch than by making tax season a little less painful and, at the same time, helping some very worthy local nonprofit organizations."

Blumark will also celebrate its launch with public open house events at its Rochester Hills and Sault Ste. Marie offices on Wednesday, February 29th ("Leap Day"). More information on all the launch activities and promotions is available on Blumark's website at

Blumark is built upon a unique approach to financial and tax planning that provides each client with a customized, year-round blueprint for financial independence. The goal is to serve as the client's personal CFO (Chief Financial Officer) in order to eliminate financial procrastination. The service is fresh and innovative, yet reminiscent of a bygone era when doctors made house calls and gas stations were called "service stations."

Blumark's multi-disciplinary team of experts has the experience (from their prior work for global financial firms) to offer one-stop expertise, but with the personalized, face-to-face service of a boutique firm. Capabilities include tax planning and preparation, estate and retirement planning, debt payment structuring, employee benefit review and optimization, risk reduction/mitigation and home/auto/life insurance coverage.

"We combine 'old school' values with a commitment to becoming part of the community we serve," added Blumark CEO and Co-Founder Shannon Klug, ChFC, CLU, CDFA. "At Blumark, every client gets his or her advisor's cell phone number, and is encouraged to use it."

Blumark has two locations -- 305 Barclay Circle, Suite 1002A, Rochester Hills, MI 48307 and 2239 Ashmun St, Sault Ste. Marie, MI 49783. For more information, please visit or call (248) 289-1647.

Securities, insurance and advisory services are offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Tax advisory services are offered through Blumark Tax Advisors, which is not affiliated with Royal Alliance.

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