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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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December Market Update 2024

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

November Market Update 2024

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

5 Financial Frauds to Watch Out For

From phishing scams to tax fraud, discover five financial frauds to watch out for and tips on how to avoid them.

Tax Benefits of Charitable Giving

Explore the various tax benefits of charitable giving to help you make informed decisions supporting both your community and your financial future.

Beware of the Financial Skeletons in Your Closet

We all have financial habits or forgotten accounts hiding in the shadows, going unnoticed until they start causing trouble. Uncover smarter ways to grow and maintain your wealth.

October Market Update 2024

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last quarter in 3 minutes.

Your Financial Planning Roadmap

Explore the various phases of your financial planning roadmap and the actions you can take within each stage to secure your financial future.

September Market Update 2024

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

What to Know About 401(k) Contributions

Explore what you should know about 401(k) contributions, including changes to annual limits, to make the most of your retirement savings plan.

Building Wealth: Owning Real Estate

Learn how investing in real estate can help you build wealth and your investment portfolio, whether you are a savvy investor or a first-time home buyer.

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

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