Blake Wealth Management
Financial Services
201 W Virginia St
2 employees
- Employees
- 2
Blake Wealth Management Overview
- Headquarters
- 201 W Virginia St
- Website
- www.blakewealthmanagement.com
- Industry
- Financial Services
- Employees
- 2
- Founded
- 2020
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Blake Wealth Management
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.
Blake Wealth Management Contact Details
- People in AeroLeads
- 1
Blake Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Dawn Blake | Blake Wealth Management, Director | Mckinney, Texas, United States |
View
|
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