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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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April Newsletter

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

March Newsletter

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

Plan For A Vacation Day

Here are some simple ways you can prepare for that getaway to ensure you enjoy it to the fullest when the time comes.

February Newsletter

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

Financial Wellness In The New Year

With the new year comes all sorts of resolutions and goal setting. Have you taken inventory of your finances and your financial goals?

January Newsletter

Watch Out for These Financial Pitfalls in the New Year

Outlook 2021

Where We Are and Where We’re Headed

Year-End Planning Strategies

The window of opportunity for many tax-saving moves closes on December 31!

Family Finance Meetings

Holiday gatherings are an opportunity for families to schedule and discuss financial well-being.

December Newsletter

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

Blakely Financial is now ShorePoint Advisory Group. Read the Press Release.

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