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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
Securing Your Legacy: Questions to Guide Your Family Business Succession and Transition
Family business succession planning involves more than just passing the baton. These questions can help guide your family through the process.
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December Market Update 2024
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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November Market Update 2024
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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5 Financial Frauds to Watch Out For
From phishing scams to tax fraud, discover five financial frauds to watch out for and tips on how to avoid them.
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Tax Benefits of Charitable Giving
Explore the various tax benefits of charitable giving to help you make informed decisions supporting both your community and your financial future.
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Beware of the Financial Skeletons in Your Closet
We all have financial habits or forgotten accounts hiding in the shadows, going unnoticed until they start causing trouble. Uncover smarter ways to grow and maintain your wealth.
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October Market Update 2024
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last quarter in 3 minutes.
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Your Financial Planning Roadmap
Explore the various phases of your financial planning roadmap and the actions you can take within each stage to secure your financial future.
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September Market Update 2024
Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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What to Know About 401(k) Contributions
Explore what you should know about 401(k) contributions, including changes to annual limits, to make the most of your retirement savings plan.
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