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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

Managing Your Wealth: Tips for High Earners to Build and Maintain Wealth Over Time

Managing Your Wealth: Tips for High Earners to Build and Maintain Wealth Over Time

With a unique set of financial challenges, it is important for high earners to have effective wealth management strategies in place to build and maintain their wealth.

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Planning Life’s Biggest Vacation: Setting Retirement Goals

Discover tips for planning life’s biggest vacation – retirement! Learn about the importance of setting retirement goals and practical tips to achieve a secure and fulfilling post-w

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Decoding the Debt Ceiling Crisis: An Update

Decoding the Debt Ceiling Crisis: An Update

We’ve discussed the debt ceiling crisis in past articles, and now it’s back in the headlines. What does this mean, and why are we watching it now?

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April 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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Benefits of a 529 Savings Plan for Education

Benefits of a 529 Savings Plan for Education

The 529 savings plan is designed to help families save for education expenses by providing tax benefits and flexible investment options.

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How to Evaluate Your Financial Health

How to Evaluate Your Financial Health

To help you assess your financial health, we've compiled a list of key indicators to gauge your financial well-being.

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March Market Update (1)

March Market Update 2023

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

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Books to Help You Improve Your Financial Literacy

Books to Help You Improve Your Financial Literacy

Financial literacy is an essential skill that can always be improved, regardless of your previous knowledge. Here are a few books the Blakely Financial team recommends.

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Blakely Financial Blog Images (6)

What Does the Silicon Valley Bank Collapse Mean for Investors?

Americans have suddenly witnessed three very large bank failures in only a few days’ time. Is another financial crisis on the horizon? The short answer is no.

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Financial Spring Cleaning Tips

Financial Spring Cleaning Tips

Spring cleaning isn't just for your home; it's also an excellent time to give your finances a refresh. Here are our tips to spring clean your finances.

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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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