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
Five Money Tips: Shopping for a Mortgage
Shopping for a mortgage can be daunting. Follow these five tips to help you find a suitable mortgage for your circumstances.
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June Newsletter
The Blakely Financial Newsletters are packed with valuable information. Check it out here!
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Family Financial Wellness
What is family financial wellness? Simply put, it is how you and your family, together, prepare for the future.
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May Newsletter
The Blakely Financial Newsletters are packed with valuable information. Check it out here!
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To Keep or Not to Keep: A Guide to Common Records-Retention Questions
Living in an increasingly paperless world has its benefits, but when it comes to records retention, does it make a difference?
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The American Jobs Plan and Proposed Tax Policy
On March 31, 2021, President Biden introduced the American Jobs Plan.
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Traditional IRA Vs. Roth IRA: Choosing the Best Fit
IRAs are a type of savings account designed to help you put money away for retirement in a tax-advantaged way.
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Diversification: Having Your Eggs In Different Baskets
Diversification is the art of not putting all your eggs in one basket and helps limit exposure to loss in any one investment or one type of investment.
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April Newsletter
The Blakely Financial Newsletters are packed with valuable information. Check it out here!
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March Newsletter
The Blakely Financial Newsletters are packed with valuable information. Check it out here!
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