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 so you can make informed decisions. Explore how Blakely Financial can work with you to achieve your financial goals.
Our Resources
May Newsletter
The Blakely Financial Newsletters are packed with valuable information. Check it out here!
Read More
Understanding 401(k)’s
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 IRA’s
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
“Diversification” Not Having All Your Eggs In One Basket Is A Good Thing
We have all heard the saying, “Don’t put all of your eggs in one basket” which was coined in the early 1600s in Don Quixote by Miguel De Cervantes.
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
Chartered Special Needs Consultant®, ChSNC® Designation
When I embarked on my career change in 2007 to become a financial planner, I did so to help make a real difference in the lives of people who worked with me.
Read More
April Newsletter
The Blakely Financial Newsletters are packed with valuable information. Check it out here!
Read More
Staying Calm & Managing Stress
For those of you that know me well, you know that when I am not in control of situations, I tend to be a little hyper, stressed and anxious.
Read More