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Strengthening Our Community Together

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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September Market Update

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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Optimizing Your 401(k) Contributions

With National 401(k) Day approaching, explore why having one may be beneficial to your retirement and how to go about optimizing your 401(k) contributions.
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Understanding Social Security Survivors Benefits

Explore how your Social Security retirement benefits can extend beyond your lifetime to support your loved ones as Social Security survivors benefits.
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July Market Update

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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Building a Philanthropic Legacy: Making a Meaningful Impact

By leveraging your financial resources as a high earner, you can begin building a philanthropic legacy and make a meaningful impact for generations to come.
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Securing Your Future: Tips for a Successful College Planning Journey

Whether you’re considering having children or you have teens nearing college age, we are here to equip you with essential knowledge and guidance for success in education planning.
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Electing Delayed Social Security Retirement Benefits

Whether you want to work longer because you enjoy it or want higher retirement benefits when you finally do retire, explore electing delayed social security retirement benefits.
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Wealth Management for Enjoying Life: Balancing Lifestyle and Financial Goals

Wealth management goes beyond accumulating money and assets – it’s about balancing lifestyle and financial goals. Explore how to find this balance.
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The Benefits of Owning Property

June is National Homeownership Month, making it a great time to explore the benefits of owning property like building wealth and improved financial security.
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May Market Update

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

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