Retirement planning for women over 55.
Whether you are divorced, widowed, or simply ready to take control of your financial future, you deserve a strategy that provides dignity and independence throughout retirement.
As you approach retirement, the decisions you need to make can appear intimidating and endless. The aim of our team is to simplify this decision-making process as much as possible.
We developed our Simply Retirement Roadmap™ Process to help you make an educated and informed decision as to whether we are the right firm to guide you through retirement. However, as we work through this process together, it will also give you a framework for evaluating other firms you may be considering.
Get your own Simply Retirement Roadmap™ to determine the following:
1. Can you afford to retire?
2. Are you overpaying your taxes?
3. Can your portfolio be improved?
4. Can you eliminate or at least reduce your primary risks in retirement?
Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG") a registered investment advisor. Blake Wealth Management and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 201 W Virginia St,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Retirement Planning, Retirement Income, Tax Planning, Investment Management, Social Security Maximization, Insurance Optimization, Women and Retirement, Estate Planning.
- HQ
- McKinney, Texas
- Competitors
- Leap Wealth Management, Stewardship Wealth Management, ACT Wealth Management, LLC, WhiteStar Advisors, LLC, Sammons Wealth Management, CD Wealth Management, Providence Tax & Finance Management, LLC, Virtus Wealth Management, Strittmatter Wealth Management Group, Money Script Wealth Management, PLLC.
Blake Wealth Management Questions
Blake Wealth Management's website is http://www.blakewealthmanagement.com
Blake Wealth Management's LinkedIn profile is https://www.linkedin.com/company/blake-wealth-management
Blake Wealth Management has
2 employees.
View email and phone details for 2
employees at Blake Wealth Management.
Blake Wealth Management's industry is
Financial Services
Blake Wealth Management's top competitors are
Leap Wealth Management,
Stewardship Wealth Management,
Act Wealth Management, Llc,
Whitestar Advisors, Llc,
Sammons Wealth Management,
Cd Wealth Management,
Providence Tax & Finance Management, Llc,
Virtus Wealth Management,
Strittmatter Wealth Management Group,
Money Script Wealth Management, Pllc.
Blake Wealth Management's categories are Financial Services
Blake Wealth Management's founding year is 2020
