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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


Tips for Managing my Money in the New Year

The 4 A’s of Your Personal Finances

When it comes to setting up a system for managing your personal finances, the beginning of a new year is the perfect time to begin.

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2023 Economic and Market Outlook: Better Than It Looks?

As investors watching the markets after a difficult 2022, we want to know whether we will see a rebound—or more declines.

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The Importance of Establishing a Budget in the New Year

Establishing Your 2023 Financial Goals

If you're looking to start this year on the right foot, your finances are a great place to start.

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End of 2022 Blakely Financial Financial Planning Tips & Updates

Financial Planning Tips & Updates

As 2023 draws closer, we wanted to highlight the changes that occurred in the past year, tax considerations for this year and next, and how you can prepare for a prosperous 2023.

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Blakely Financial 2022 Market Commentary

2022 Market Commentary

Much of this year’s market volatility is attributed to uncertain federal reserve policies, especially with respect to the terminal rate.

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Blakely Financial Investment Committee Updates

2022 Investment Committee Updates

As 2022 comes to a close, it is helpful to look back on the changes we have made to keep up with the market to help you continue on the path toward your financial goals.

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Blakely Financial Market Update Image (5)

November Market Update 2022

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the markets in November 2022.

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Market Timing: More Risk than Reward

The idea of properly timing investments for a quick return is not a strategy we believe in and is not something we ever recommend for clients.

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Preventing Fraud: Common Scams & How to Avoid Them

In an attempt to curb fraud, we have compiled some common scams, as well as tactics to avoid them.

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401k Contributions Blakely Financial

401K Contributions: What you need to know

The IRS recently announced an increase in the maximum amount you can contribute to your employer-sponsored retirement plan in 2023. 

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