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
Rightsizing or Downsizing Pre-Retirement
If you're thinking about downsizing or right-sizing your home prior to retirement, you're not alone. Watch for insights on how selling your home can affect your finances.
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College Application and Financial Aid Calendar
Senior year is the time when many college decisions need to be made. The following calendar is a general overview of the application and financial aid process.
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Grandparent 529 Plans Get a Boost Under New FAFSA Rules
529 plans are a favored way to save for college. A new law streamlines the FAFSA and makes changes to the formula that's used to calculate financial aid eligibility.
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Money Lessons for College Students
How are you preparing your children for lifelong financial success through their college experience?
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United Way of Greater High Point Annual Meeting 2021
The Blakely Financial team was honored to attend the 2021 Annual Meeting for the United Way of Greater High Point.
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Stock Market Risks in the Spotlight
Take a closer look at some specific types of investment risk that could influence individual stock prices and/or cause broader stock market swings during the second half of 2021.
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Traits of Millionaire Women
How does a millionaire woman look? Well, millionaires – women and men – come in all shapes and sizes.
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Beneficiary Planning: What You Need to Know
Designating a beneficiary on retirement accounts is one of the most important—yet one of the most frequently neglected—retirement and financial planning tasks.
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July Newsletter
The Blakely Financial Newsletters are packed with valuable information. Check it out here!
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Mortgage and Debt Rules of Thumb
Borrowing is convenient, allowing you to purchase big-ticket items with less out-of-pocket cash. But how much mortgage debt can you afford?
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