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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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Caring for Aging Parents

Today, individuals are living longer than ever before, and therefore it is important to be prepared for these later years.

National Nonprofit Day: How Blakely Financial Gives Back

As National Nonprofit Day approaches, learn more about our favorite local organizations and how the Blakely Financial team gives back.

August Market Update 2024

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

Downsizing or Rightsizing: Finding the Right Fit for Your Future

Explore the process of downsizing or rightsizing and learn how it can help you financially as you approach retirement

Financial Freedom for Women

Explore the unique financial challenges and opportunities women face, such as wage gaps, career breaks, and longer life expectancies.

July Market Update 2024

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

Retirement Planning for Dads at Every Stage

As Father’s Day approaches, explore retirement planning for dads and what this may look like at each career stage, ensuring a smooth transition to a financially secure retirement.

The Benefits of Investing in a Second Home

Whether it's a beachfront condo, a mountain cabin, or a house in a serene village, discover the multifaceted benefits of investing in a second home.

June Market Update 2024

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

529 Plans: Rethinking the Possibilities

Explore the full potential of 529 plans and delve into how you can leverage them to invest in your child’s future at every stage of their education.

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

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