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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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Green Flags vs. Red Flags in Money Management

Break down money management habits that can help set you up for long-term success or hurt your financial future.
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March 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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SECURE 2.0 Act: Key Changes to Your Retirement Planning

Learn more about the key changes to the SECURE 2.0 Act taking effect this year and how they can impact your retirement savings strategy.
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Tax Day is Almost Here: What You Should Be Doing Now

Tax Day is just around the corner! Here's what you should be doing now to help avoid last-minute stress and even help maximize your refund. 
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February 2025 Market Update

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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The Pinwheel of Financial Wellness

Our pinwheel of financial wellness highlights the key areas we cover to create a comprehensive plan for every client at Blakely Financial.
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Choosing Your Power of Attorney

These key considerations and questions will guide you through choosing your Power of Attorney, a critical aspect of your long-term financial planning.
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2024 Market Update

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on 2024 in 3 minutes.
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Year in Review: Financial News

From tax adjustments to policy changes and trends, these key financial updates have posed both challenges and opportunities throughout 2024.
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Securing Your Legacy: Questions to Guide Your Family Business Succession and Transition

Family business succession planning involves more than just passing the baton. These questions can help guide your family through the process.
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Blakely Financial is now ShorePoint Advisory Group. Read the Press Release.

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