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
Financial Literacy Month: Books to Read
One of the best ways to improve your financial knowledge is through reading, and we’ve rounded up some of our favorite books for Financial Literacy Month.
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Financial Planning for Medical Professionals
Learn more about key priorities in financial planning for medical professionals throughout each phase of your career.
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April Market Update 2025
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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Celebrating 30 Years of Blakely Financial
As we celebrate 30 years of Blakely Financial, we look forward to the next 30 years of growth, innovation, and continued service as a trusted financial partner.
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Green Flags vs. Red Flags in Money Management
Break down money management habits that can help set you up for long-term success or hurt your financial future.
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March Market Update 2025
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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SECURE 2.0 Act: Key Changes to Your Retirement Planning
Learn more about the key changes to the SECURE 2.0 Act taking effect this year and how they can impact your retirement savings strategy.
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Tax Day is Almost Here: What You Should Be Doing Now
Tax Day is just around the corner! Here's what you should be doing now to help avoid last-minute stress and even help maximize your refund.
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February 2025 Market Update
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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The Pinwheel of Financial Wellness
Our pinwheel of financial wellness highlights the key areas we cover to create a comprehensive plan for every client at Blakely Financial.
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