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
October Market Update 2025
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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Celebrating World Financial Planning Day: The Value of Customized, Objective Advice
World Financial Planning Day is a reminder to take charge of your financial future. Whether you’re just starting to build wealth, navigating mid-career complexities, or...
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Entrepreneurial Wealth: Tailored Financial Strategies for High Net Worth Business Owners
From managing cash flow and minimizing taxes to preparing for retirement and building a legacy, entrepreneurs face unique challenges and opportunitie.
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Building a Resilient Financial Plan for Life’s Uncertainties
Learn how a resilient financial plan provides you with the flexibility to adapt to change while maintaining focus on your long-term objectives.
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Planning for Intergenerational Wealth Transfer
Learn how intergenerational wealth transfer goes beyond writing a will to align with your family’s goals, reduce risk, and ensure your legacy stands the test of time.
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September Market Update 2025
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
Watch Now
It’s Not Too Late To Avert Dementia After Age 60, Study Shows
There’s good news for older Americans at high-risk of developing dementia. Simple steps to stay mentally and physically active can yield significant protection.
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August Market Update 2025
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
Watch Now
Financial Planning Tips: From Residency to Retirement
Medical training prepares you to treat complex clinical cases —but often your education does not include financial planning topics.
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The Million-Dollar Question: How Much Do You Really Need to Retire?
If you’ve ever wondered how much you need to retire, you’re not alone. If you Google this question, you’ll find a wide range of answers. So, how much do you need to retire?
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