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
Planning Life’s Biggest Vacation: Estate Planning
Part of planning for ‘life’s biggest vacation’, aka retirement, involves not only making sure you are saving money to help make your goals and dreams come true, but also planning i
Read More
Planning Life’s Biggest Vacation: Employer-Sponsored Retirement Plans
Having conversations with your financial advisor to identify your goals and dreams for retirement now will get you on the path to the best vacation ever!
Read More
Planning Life’s Biggest Vacation: Setting Retirement Goals
You work all your life and take the time to plan vacations each year with your family, but are you taking the time to plan for the biggest vacation of your life, your retirement?
Read More
July Newsletter
The Blakely Financial Newsletters are packed with valuable information. Check it out here!
Read More
Finance4Kids Week Three: Saving & Investing
The earlier you start teaching your children about finance, the more prepared they will be for adulthood! In efforts to keep kids engaged this summer, we prepared #Finance4Kids
Read More
Is Now the Time to Buy or Refinance?
With job loss numbers in the millions, the economic impact of the coronavirus pandemic has put home ownership at risk, with many struggling to make mortgage or rent payments.
Read More
Saving Tips For Your Summer Vacation
Summer is now upon us and you are probably thinking about a vacation. Do not let your finances get in the way of relaxing and having a great time with your family.
Read More
Finance4Kids Week Two: Budgeting
The earlier you start teaching your children about finance, the more prepared they will be for adulthood! In efforts to keep kids engaged this summer, we prepared #Finance4Kids
Read More
Charitable Giving Incentives Under the CARES Act
With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, charitable giving to those most adversely affected has become important.
Read More
June Newsletter
The Blakely Financial Newsletters are packed with valuable information. Check it out here!
Read More