Our Priority Is You
We pride ourselves on offering objective advice and providing extraordinary, personalized service.
Our first priority is you. We are committed to understanding your personal situation to provide you with financial clarity, insight, and guidance to make informed decisions. Explore how Blakely Financial can work with you to achieve your financial goals.
Our Resources
The Pinwheel of Financial Wellness
Our pinwheel of financial wellness highlights the key areas we cover to create a comprehensive plan for every client at Blakely Financial.
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Choosing Your Power of Attorney
These key considerations and questions will guide you through choosing your Power of Attorney, a critical aspect of your long-term financial planning.
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2024 Market Update
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on 2024 in 3 minutes.
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Year in Review: Financial News
From tax adjustments to policy changes and trends, these key financial updates have posed both challenges and opportunities throughout 2024.
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Securing Your Legacy: Questions to Guide Your Family Business Succession and Transition
Family business succession planning involves more than just passing the baton. These questions can help guide your family through the process.
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December Market Update 2024
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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November Market Update 2024
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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5 Financial Frauds to Watch Out For
From phishing scams to tax fraud, discover five financial frauds to watch out for and tips on how to avoid them.
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Tax Benefits of Charitable Giving
Explore the various tax benefits of charitable giving to help you make informed decisions supporting both your community and your financial future.
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Beware of the Financial Skeletons in Your Closet
We all have financial habits or forgotten accounts hiding in the shadows, going unnoticed until they start causing trouble. Uncover smarter ways to grow and maintain your wealth.
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