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Our commitment to complete and connected planning extends beyond your financial life to the community we all share. We’re proud to support local organizations that create a meaningful and lasting impact, because thriving communities and financial well-being go hand in hand. 

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Philanthropy and Holiday Giving: Maximizing Impact and Tax Benefits

Philanthropy and Holiday Giving: Maximizing Impact and Tax Benefits

The holiday season is a powerful time for generosity, gratitude, and reflection. For many families and business owners, it’s also an opportunity to align charitable giving with broader financial and legacy goals.
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December 2025 Market Update

December Market Update 2025

Join Steve LaFrance, CFP® with ShorePoint Advisory Group as he updates you on the last month in 3 minutes.
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Retirement Catch-Up Savings Provisions

Retirement Catch-Up Savings Provisions

Retirement savings rules are changing, and 2025 brings some of the most meaningful updates we’ve seen in years. Learn about the new 2025 catch-up contribution rules and what they may mean for your financial plan.
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Giving with Purpose How to Make the Most of Your Charitable Donations

Giving with Purpose: How to Make the Most of Your Charitable Donations

Charitable giving is one of the most rewarding parts of financial planning. Not only can it make a real difference in your community, but it can also be an important part of your overall financial strategy.
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November 2025 Market Update

November Market Update 2025

Join Steve LaFrance, CFP® with ShorePoint Advisory Group as he updates you on the last month in 3 minutes.
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ShorePoint Advisory Group Press Release

Blakely Financial, Inc. Rebrands as ShorePoint Advisory Group

Blakely Financial Inc., is proud to announce its rebrand to ShorePoint Advisory Group a name that reflects its legacy and its future. 
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October Market Update 2025

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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Celebrating World Financial Planning Day: The Value of Customized, Objective Advice

World Financial Planning Day is a reminder to take charge of your financial future. Whether you’re just starting to build wealth, navigating mid-career complexities, or...
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Entrepreneurial Wealth: Tailored Financial Strategies for High Net Worth Business Owners

From managing cash flow and minimizing taxes to preparing for retirement and building a legacy, entrepreneurs face unique challenges and opportunitie.
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Building a Resilient Financial Plan for Life’s Uncertainties

Learn how a resilient financial plan provides you with the flexibility to adapt to change while maintaining focus on your long-term objectives.
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Blakely Financial is now ShorePoint Advisory Group. Read the Press Release.

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