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
When Buying Is Easy, Paying Later Can Be a Problem
At first glance, Buy Now Pay Later (BNPL) may seem like a worthwhile convenience, but there are good reasons to think twice before committing to installment purchases.
Read MoreWhat’s the Difference Between Medicare and Medicaid?
What's the difference between Medicaid and Medicare?
Read MoreTax Season Scams Alert
Presented by Robert Blakely, CFP™ With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and ensuring to meet all relevant tax...
Read MoreWill You Have Enough to Retire?
The number one question that our team gets asked is "Will I have enough or do I have enough to retire?" Here are some tips from Rob Blakely, CFP® to ensure you're retirement ready!
WATCH NOWWhat Does the Russia-Ukraine Crisis Mean for Investors?
What does the Russia-Ukraine crisis mean for investors?
Read MoreWill Your Assets Last As Long As You Do?
Do you know how long YOUR assets will last? Watch now for tips from Emily Promise, CFP®, on how to set yourself up for lasting success.
WATCH NOWFinancial Planning is an Act of Love
When you think of Valentine's Day, you may not always think of financial planning, but we do! Consider giving a unique and lasting gift: a strong financial plan!
WATCH NOWFebruary 2022 Market Update
After a strong close to 2021, markets pulled back to start the year, explains Blakely Financial's Stephen LaFrance in February’s Monthly Market Update video!
WATCH NOWGroundhog Day • Stop Repeating Financial Mistakes
Are you repeating the same financial missteps over and over? Check out our latest video from Emily Promise, on how to get out of the Groundhog Day loop with your money this year!
WATCH NOWWhen Two Goals Collide: Balancing College and Retirement Preparations
What can you do to help your child (or children) receive a quality education without compromising your own retirement goals?
Read More