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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

Tax Day is Almost Here What You Should Be Doing Now

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. 

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February 2025 Market Update

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.

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SECURE 2.0 Act Key Changes to Your Retirement Planning

SECURE 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.

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The Pinwheel of Financial Wellness

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

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 Updates

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

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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Blakely Financial offers financial clarity, insight, and guidance to our clients. Sign up to receive updates to help invest, insure, and prepare for retirement.

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