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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

Do I Have Enough to Retire_

Will 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!

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Blakely Financial Russia-Ukraine Crisis Investors

What Does the Russia-Ukraine Crisis Mean for Investors?

What does the Russia-Ukraine crisis mean for investors?

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Will My Money Last as Long as I Do Blakely Financial Emily Promise Video

Will 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.

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Blakely Financial 2022 Valentine's Day Video

Financial 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!

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Blakely Financial Market Update February 2022

February 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!

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Blakely Financial Groundhog Day_ Stop Repeating Financial Mistakes

Groundhog 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!

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Blakely Financial When Two Goals Collide: Balancing College and Retirement Preparations

When 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?

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January Update YouTube Thumbnail

A Look Back at the 2021 Markets

Happy New Year! So much has happened in 2021. Watch now for highlights and some items we're focused on as we transition into 2022.

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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.

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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.

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