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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.
A Closer Look At Saving For Education Using A 529 Plan
Being that is it National 529 Day, we thought it would be appropriate to take a closer look a saving for education through a 529 plan.Read More
Planning for Expectant Parents
If you or a loved one are planning to start a family, there are changes coming your way.Read More
Teaching Children To Save & Budget
A healthy financial habit is to begin teaching your children the importance of saving and budgeting. As the old saying goes, the sooner, the better.Read More
Caring for Aging Parents
Caring for aging parents can be a difficult planning aspect to balance. The first step—and often the most challenging one—is to find out what your parent needs or expects from you.Read More
The Blakely Financial Newsletters are packed with valuable information. Check it out here!Read More
A 401(k) plan is a company-sponsored retirement plan that eligible employees can contribute a portion of their salary into a variety of investment options.Read More
Estate Planning Documents
A well-thought-out estate plan can help manage and preserve your assets during life as well as protect your loved ones by conserving and directing distribution of assets at death.Read More
All About ROTH IRAs
As you work and plan for your financial future, a possible strategy for savings is a Roth IRA. A Roth IRA is a retirement savings account that allows your money to grow tax-free.Read More
What is a Traditional IRA?
Practically anyone can open and contribute to a traditional IRA. The only requirement is that you must have taxable compensation.Read More
Tips For Spring Cleaning Your Financial Life
Many families are spending more quality time together by cooking in the kitchen, taking long walks with family and pets, and making other memories that will last a lifetime.Read More