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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

Beneficiary Planning

Beneficiary Planning: What You Need to Know

Designating a beneficiary on retirement accounts is one of the most important—yet one of the most frequently neglected—retirement and financial planning tasks.

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July Newsletter

The Blakely Financial Newsletters are packed with valuable information. Check it out here!

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Mortgage and Debt Rules of Thumb

Mortgage and Debt Rules of Thumb

Borrowing is convenient, allowing you to purchase big-ticket items with less out-of-pocket cash. But how much mortgage debt can you afford?

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Five Money Tips: Shopping for a Mortgage

Five Money Tips: Shopping for a Mortgage

Shopping for a mortgage can be daunting. Follow these five tips to help you find a suitable mortgage for your circumstances.

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June 2021 Newsletter

June Newsletter

The Blakely Financial Newsletters are packed with valuable information. Check it out here!

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Family Financial Wellness

Family Financial Wellness

What is family financial wellness? Simply put, it is how you and your family, together, prepare for the future. 

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May Newsletter

The Blakely Financial Newsletters are packed with valuable information. Check it out here!

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To Keep or Not to Keep: A Guide to Common Records-Retention Questions

Living in an increasingly paperless world has its benefits, but when it comes to records retention, does it make a difference?

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The American Jobs Plan and Proposed Tax Policy

On March 31, 2021, President Biden introduced the American Jobs Plan.

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Traditional IRA Vs. Roth IRA: Choosing the Best Fit

IRAs are a type of savings account designed to help you put money away for retirement in a tax-advantaged way.

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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.

Financial PlanningRetirementInvestment ManagementRisk Management and Insurance