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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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Planning for Intergenerational Wealth Transfer

Learn how intergenerational wealth transfer goes beyond writing a will to align with your family’s goals, reduce risk, and ensure your legacy stands the test of time.
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September 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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It’s Not Too Late To Avert Dementia After Age 60, Study Shows

There’s good news for older Americans at high-risk of developing dementia. Simple steps to stay mentally and physically active can yield significant protection.
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August 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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Financial Planning Tips: From Residency to Retirement

Medical training prepares you to treat complex clinical cases —but often your education does not include financial planning topics.
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The Million-Dollar Question: How Much Do You Really Need to Retire?

If you’ve ever wondered how much you need to retire, you’re not alone. If you Google this question, you’ll find a wide range of answers. So, how much do you need to retire?
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Big Beautiful Bill Market Update

Join Steve LaFrance, CFP®, AIF®, ChSNC®, MBA, as he explains what you need to know about the "Big Beautiful Bill," what it is, and how it could impact your financial future. All in
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July 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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Lifestyle and Wealth: Aligning Personal Goals with Your Financial Plan

At Blakely Financial, we believe a financial plan should reflect your values, lifestyle, and long-term goals as much as your financial data.
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Social Security: Key Factors to Consider

Learn about when and how to claim Social Security and how to integrate this benefit into a broader financial plan for long-term confidence.
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Blakely Financial is now ShorePoint Advisory Group. Read the Press Release.

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