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

January Newsletter

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

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What is Financial Wellness?

Have you made your New Year’s resolutions yet? Chances are, your resolutions revolve around getting more sleep, spending more time with loved ones, and eating better.

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Start Saving for College Today

It's important to start a college fund as soon as possible, because next to buying a home, a college education might be the biggest purchase you ever make.

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Life Insurance

Why Life Insurance is Critical to a Sound Financial Plan

Whether you currently have a financial plan or not, life insurance is something you should discuss with your financial advisor.

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Back to School

Back-to-School: Saving for College

It’s no secret that the cost of higher education has been steadily hiking higher and higher. The cost of sending two, three, or four, crippling.

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Budget

Establishing a Budget

Do you ever wonder where your money goes each month? Does it seem like you're never able to get ahead?

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Do I need estate planning?

Do I Need Estate Planning?

A good estate plan includes a strategy to manage your financial affairs and health care decisions in the event that you cannot.

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Family Finance Meetings: When To Have Them & Why

Families who make a concerted effort to have financial discussions and pass on healthy habits have a better opportunity to grow financially stronger than those who avoid the talk.

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New IRS Withholding Tool

In response to taxpayer concerns, the IRS released the new Tax Withholding Estimator (Estimator).

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Taking Advantage of Employer-Sponsored Retirement Plans

Employer-sponsored qualified retirement plans such as 401(k)s are some of the most powerful retirement savings tools available.

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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.

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