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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.

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May Newsletter

The Blakely Financial Newsletters are packed with valuable information. Check it out here!

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To Keep or Not to Keep: A Guide to Common Records-Retention Questions

Living in an increasingly paperless world has its benefits, but when it comes to records retention, does it make a difference?

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The American Jobs Plan and Proposed Tax Policy

On March 31, 2021, President Biden introduced the American Jobs Plan.

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Traditional IRA Vs. Roth IRA: Choosing the Best Fit

IRAs are a type of savings account designed to help you put money away for retirement in a tax-advantaged way.

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Diversification: Having Your Eggs In Different Baskets

Diversification is the art of not putting all your eggs in one basket and helps limit exposure to loss in any one investment or one type of investment.

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April Newsletter

The Blakely Financial Newsletters are packed with valuable information. Check it out here!

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March Newsletter

The Blakely Financial Newsletters are packed with valuable information. Check it out here!

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Plan For A Vacation Day

Here are some simple ways you can prepare for that getaway to ensure you enjoy it to the fullest when the time comes.

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February Newsletter

The Blakely Financial Newsletters are packed with valuable information. Check it out here!

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Financial Wellness In The New Year

With the new year comes all sorts of resolutions and goal setting. Have you taken inventory of your finances and your financial goals?

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Clarity, Insight, Guidance

Blakely Financial offers financial clarity, insight, and guidance to our clients. Sign up to receive updates to help invest, insure, and prepare for retirement.

Financial PlanningRetirementInvestment ManagementRisk Management and Insurance