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 so you can make informed decisions. Explore how Blakely Financial can work with you to achieve your financial goals.

Our Resources


BFI September Market Update Thumbnail

September Market Recap

Markets continued to rally in August, with all three major U.S. indices setting record highs. What does the recent surge in COVID-19 cases mean for the markets moving forward?

Watch Video
Rightsizing or Downsizing

Rightsizing or Downsizing Pre-Retirement

If you're thinking about downsizing or right-sizing your home prior to retirement, you're not alone. Watch for insights on how selling your home can affect your finances.

Read More

College Application and Financial Aid Calendar

Senior year is the time when many college decisions need to be made. The following calendar is a general overview of the application and financial aid process.

Read More

Grandparent 529 Plans Get a Boost Under New FAFSA Rules

529 plans are a favored way to save for college. A new law streamlines the FAFSA and makes changes to the formula that's used to calculate financial aid eligibility.

Read More

Money Lessons for College Students

How are you preparing your children for lifelong financial success through their college experience?

Read More
Blakely Financial team at the 2021 Annual Meeting for the United Way of Greater High Point

United Way of Greater High Point Annual Meeting 2021

The Blakely Financial team was honored to attend the 2021 Annual Meeting for the United Way of Greater High Point.

Read More

Stock Market Risks in the Spotlight

Take a closer look at some specific types of investment risk that could influence individual stock prices and/or cause broader stock market swings during the second half of 2021.

Read More
Traits of a Millionaire Woman

Traits of Millionaire Women

How does a millionaire woman look? Well, millionaires – women and men – come in all shapes and sizes. 

Read More
Beneficiary Planning

Beneficiary Planning: What You Need to Know

Designating a beneficiary on retirement accounts is one of the most important—yet one of the most frequently neglected—retirement and financial planning tasks.

Read More

July Newsletter

The Blakely Financial Newsletters are packed with valuable information. Check it out here!

Read More

Sign Up Today

Clarity, Insight, Guidance

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

Financial PlanningRetirementInvestment ManagementRisk Management and Insurance