PLEASE NOTE: Yes, we do work with couples. However, it's imperative that both spouses are actively involved in the retirement planning process.
Get started in 3 easy steps:
Learn how we can help you answer YOUR biggest retirement questions.
Review your Simply Retirement Roadmap™ and determine if we are the right fit.
Hire us to do the heavy lifting so you can enjoy retirement!
Whether you are single by choice, by divorce, or widowed, your planning needs are special.
On average, women earn 82% of their male counterparts.
This often results in:
Overcoming the gender pay gap requires better, smarter retirement planning.
We can help you:
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.
Join us to get insights and advice on retirement planning, specifically for widows, divorcees, and women who are simply ready to take control of their financial future.
Helping you live your retirement on your terms!
Women are projected to control the majority of U.S. wealth by 2030. But is the financial industry truly prepared to serve them?
In this episode of The Simply Retirement Podcast, Eric shares what needs to change—and how Blake Wealth Management is already leading the way.
🎧 Prefer to read or listen to the full episode on your favorite podcast app? Check it Out Here!
Our complimentary process to help you answer your most important retirement questions.
This process will also help you evaluate our services and make an informed decision about working together.
201 W Virginia Street | Suite 102 | McKinney TX 75069
info@blakewealthmanagement.com
972.426.7237
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.
RFG Advisory Part 3 Form CRS, RFG Advisory Form ADV Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.
Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal.
