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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

Food Inflation: What is Behind It and How to Cope

Food prices have long been prone to volatility, but in 2021, U.S. food prices were hit hard by many of the same global supply-chain woes that drove up broader inflation.

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What is Your Retirement ‘Elevator Pitch’?

We are entering the halfway point in the year. Now is a great time to do a mid-year check of your goals. And a great way to do this is to start with an 'elevator pitch'.

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April 2022 Market Update Video

April 2022 Market Update

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Mid-Year is a Good Time for a Financial Checkup

The first half of the year is coming to a close. Conducting a mid-year financial analysis can be helpful. Here are some tips on conducting that review.

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Life Insurance at Various Life Stages

Your need for life insurance will fluctuate depending on your current stage in life. Take a look to see how your need for life insurance may change throughout your lifetime.

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Tidy Up Your Financial Clutter

Tidy Up Financial Clutter

It's time to do some spring cleaning for your finances. Not sure where to start? Here are three quick tips to eliminate and organize your financial clutter.

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BFI April Blog • Social Security Benefits

Working While Receiving Social Security Benefits

What happens if you work and want to claim Social Security benefits while staying on your job?

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Baseball Lessons To Change Up Your Finances

Here are a few lessons from America's pastime, baseball, that might inspire you to take a fresh look at your finances.

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Donna Teaching Crock-Pot Class at YWCA

Donna Blakely recently volunteered with the Junior League of High Point and helped teach a Crock-pot cooking class at the YWCA to young moms.

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Tax Strategies for Retirement

Watch now for tips from Rob Blakely CFP®, ChFC, AIF®, on strategies to reduce your taxes in retirement.

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