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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.

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401(k) and IRA: A Combined Savings Strategy

401(k) and IRA: A Combined Savings Strategy

Learn how these two types of plans can work together in your retirement savings strategy!

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Charitable Giving Can Be a Family Affair

Charitable Giving Can Be a Family Affair

The holidays present a perfect opportunity to help family members develop a giving mindset. Learn more about how you can help.

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How Much Do You Need to Retire?

How Much Do YOU Need to Retire?

While there may not be a more common or consequential financial question than “how much money do I need to retire?” there isn’t a one-size-fits-all answer.

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What a Relief! Congress Acts Against Surprise Medical Bills Blakely Financial

What a Relief! Congress Acts Against Surprise Medical Bills

If you have ever been caught off-guard by a large medical bill, a long-running practice known as balance billing might be the reason.

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Smarter Spending on Deep-Discount Days

Smarter Spending on Deep-Discount Days

Unless you complete your holiday shopping before Halloween, you might be enticed by Black Friday and Cyber Monday deals. These tips may help you save time and money.

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Year-End Finance Tips

Year-End Finance Tips

As we approach year-end, now is a great time to take advantage of several end-of-the-year financial planning tips that you may have been procrastinating on. Watch now for tips from

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Q3 Market Update Blakely Financial Steve LaFrance

Q3 Market Update

Watch our latest video for more insights into how the markets have performed in the last quarter!

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Women Face Challenges in a Post-Pandemic World Emily Promise Blakely Financial

Women Face Challenges in a Post-Pandemic World

Now that the U.S. economy is picking up steam, women need to re-examine their retirement planning strategies. If you need to make up lost ground, consider the following tips.

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Following the Inflation Debate Steve LaFrance Blakely Financial

Following the Inflation Debate

During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008. Was the "base effect" to blame?

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High Deductible Health Plan Robert Blakely Blakely Financial

Is a High-Deductible Health Plan Right for You?

If you are considering enrolling in an HDHP or already enrolled in one, here are some factors to consider when comparing an HDHP to a PPO.

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