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
January 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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Financial Wellness Month – Time to Review, Learn & Plan
Financial wellness month is the perfect time to take a look at your savings plans and learn new ways to be financially independent.
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Love & Finances: How to Invest as a Couple
You may be risk averse, while your spouse may be comfortable investing more aggressively — or vice versa. How can you bridge that gap?
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Planning for Major Spending Events
Do you have savings prepared for expensive life events? The beginning of the year is a great time to take inventory of any upcoming life events to begin a savings plan.
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2022 Year End Blakely Financial Market Update
Happy New Year! So much has happened in 2022. Watch now for highlights and some items we're focused on as we transition into 2023.
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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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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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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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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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