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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

October Market Update 2023

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.

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Monstrous Money Mistakes

It may be the season of spooky haunts and horrors, but don't let these monstrous money mistakes lead you to the financial graveyard!

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Debunking 5 Common Financial Planning Myths

These common financial myths often prevent individuals from engaging in financial planning, and we’re here to debunk them.

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September Market Update

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.

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Optimizing Your 401(k) Contributions

Optimizing Your 401(k) Contributions

With National 401(k) Day approaching, explore why having one may be beneficial to your retirement and how to go about optimizing your 401(k) contributions.

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Understanding Social Security Survivors Benefits

Understanding Social Security Survivors Benefits

Explore how your Social Security retirement benefits can extend beyond your lifetime to support your loved ones as Social Security survivors benefits.

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July Market Update 2023 Blakely Financial

July Market Update

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.

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Building a Philanthropic Legacy: Making a Meaningful Impact

Building a Philanthropic Legacy: Making a Meaningful Impact

By leveraging your financial resources as a high earner, you can begin building a philanthropic legacy and make a meaningful impact for generations to come.

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Securing Your Future: Tips for a Successful College Planning Journey

Securing Your Future: Tips for a Successful College Planning Journey

Whether you’re considering having children or you have teens nearing college age, we are here to equip you with essential knowledge and guidance for success in education planning.

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Electing Delayed Social Security Retirement Benefits

Electing Delayed Social Security Retirement Benefits

Whether you want to work longer because you enjoy it or want higher retirement benefits when you finally do retire, explore electing delayed social security retirement benefits.

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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.

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