fbpx window.dataLayer = window.dataLayer || []; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', 'UA-156569540-1');

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

Building Blocks for Financing College with Less Debt

Building Blocks for Financing College with Less Debt

Financing a college education with the least debt involves putting together various resources in the most favorable way for your family.

Read More
Annuity Income Annuitization vs. Lifetime Withdrawal

Annuity Income: Annuitization vs. Lifetime Withdrawal

Here is how annuitization and lifetime withdrawals, two annuity options for income during retirement, work.

Read More
Big Boost for Social Security Payments

Big Boost for Social Security Payments

The Social Security cost-of-living adjustment (COLA) for 2022 is 5.9%, the most significant increase since 1983.

Read More
Holiday Conversation Topics

Holiday Conversation Topics

There are so many important financial planning topics that can and should be discussed.  Here are some topics of conversation to have across all generations of the family.

Read More
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!

Read More
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.

Read More

Happy Thanksgiving From Blakely Financial

Happy Thanksgiving to all our clients and friends! We’re proud to serve you. Tune in for a message from Robert Blakely and our team!

WATCH NOW
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.

Read More
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.

Read More
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.

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