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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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National Entrepreneurship Month: Managing Irregular Income and Retirement Options When You’re Self-Employed

National Entrepreneurship Month recognizes entrepreneurs' unique financial challenges. Learn about managing irregular income and retirement options when you’re self-employed.
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October Market Update 2023

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

It may be the season of spooky haunts and horrors, but don't let these monstrous money mistakes lead you to the financial graveyard!
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Debunking 5 Common Financial Planning Myths

These common financial myths often prevent individuals from engaging in financial planning, and we’re here to debunk them.
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September Market Update

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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Optimizing Your 401(k) Contributions

With National 401(k) Day approaching, explore why having one may be beneficial to your retirement and how to go about optimizing your 401(k) contributions.
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Understanding Social Security Survivors Benefits

Explore how your Social Security retirement benefits can extend beyond your lifetime to support your loved ones as Social Security survivors benefits.
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July Market Update

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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Building a Philanthropic Legacy: Making a Meaningful Impact

By leveraging your financial resources as a high earner, you can begin building a philanthropic legacy and make a meaningful impact for generations to come.
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Securing Your Future: Tips for a Successful College Planning Journey

Whether you’re considering having children or you have teens nearing college age, we are here to equip you with essential knowledge and guidance for success in education planning.
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Blakely Financial is now ShorePoint Advisory Group. Read the Press Release.

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