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Always free for clients

Your bank is one option.
See all of them.

A marketplace of licensed, verified financial professionals. See where you stand in two minutes, then talk to someone real. Free.

Start free

No card. No fee. No obligation.

Who is on here

Real financial practices, with real names.

Every professional on BlackCase is licensed and verifiable. You see who they are before you ever speak to them.

JJustin Forster

Justin Forster

Licensed financial practice · San Antonio , TX

5.0
W

Will Brennan

MML Investors Services, LLC · Texas

5.0
KKeith and Lily Forster

Keith and Lily Forster

Licensed financial practice · Texas

5.0
Browse financial practices

How it starts

See your next 30 years in one minute.

No forms. You set out on the Trail with your real numbers, decide at every fork, and the ending shows exactly what those decisions cost.

1

Tell us where you are

Your age, what you make, what you have set aside. Four quick answers.

2

See your real number

What retiring the way you live now actually takes, and how far off you are today.

3

Get the fix

A plan that closes it move by move, with a vetted advisor in your corner.

See my number

The cost

Always free for clients.

No trial, no freemium tier, no card. Clients never pay BlackCase anything. Financial practices pay to be seen here, which is exactly why you do not have to.

$0

for you, at every step

No fee to join, ever
No fee to browse or match with a financial practice
No card required at any point
No cost when you book or when you meet

Why a marketplace

One shelf is not a choice.

Most people take the first financial product they are offered, usually at the bank they already use. That is one company showing you its own products. A marketplace lets you see what else exists before you decide.

Your bank

Sells what is on its own shelf. One shelf.

One captive agent

Sells what their firm carries. Also one shelf.

BlackCase

Independent and captive professionals side by side, so you can compare before you commit.

What is going on financially San Antonio money news, explained straight
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BlackCase connects people with licensed financial practices. It is not an insurer or a bank and does not provide financial advice.