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
Tax Day is Almost Here: What You Should Be Doing Now
Tax Day is just around the corner! Here's what you should be doing now to help avoid last-minute stress and even help maximize your refund.
Read MoreFebruary 2025 Market Update
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
Watch NowSECURE 2.0 Act: Key Changes to Your Retirement Planning
Learn more about the key changes to the SECURE 2.0 Act taking effect this year and how they can impact your retirement savings strategy.
Read MoreThe 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.
Read MoreChoosing 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.
Read More2024 Market Update
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on 2024 in 3 minutes.
Watch NowYear in Review: Financial News
From tax adjustments to policy changes and trends, these key financial updates have posed both challenges and opportunities throughout 2024.
Read MoreSecuring 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.
Read MoreDecember Market Update 2024
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
Watch NowNovember Market Update 2024
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
Watch Now