"We Simply Focus on Retirement Planning so You Can Focus on Retirement Living"
Hi, I'm Eric
The founder and lead Financial Advisor of Blake Wealth Management located in beautiful, historic downtown McKinney, Texas.
I started my career as a financial advisor back in 1999. Over the next 22 years, I realized that my true passion is helping our clients plan for a successful 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.
Who We Work With
As you are nearing retirement, you face some unique financial planning challenges. How to coordinate retirement distributions, healthcare costs, and taxes are just a few of the considerations. Factor in legacy concerns like funding a child's or grandchild's education and the retirement planning process can start to feel overwhelming.
You've enjoyed a long and successful career and you have built up what you thought was enough money to fund your retirement, but with the potential for inflation to eat into your purchasing power, coupled with the challenge of coordinating retirement income sources, you're beginning to worry that you may outlive your money.
You're a busy professional, and you're approaching traditional retirement age. You enjoy the challenge of your work, it's your passion, and you're not sure that you're ready to retire just yet. But it would be nice to look at the wealth you've built, and know that retirement is an option.
Blake Wealth Management is located in beautiful downtown McKinney, Texas, just one block from the historic McKinney Square. McKinney, Texas was incorporated in 1848 and is now recognized as one of the fastest growing cities in the U.S. with a current population of 198,000. The city is located 30 miles north of Dallas. McKinney proudly considers itself "Unique by Nature" because of it's rolling hills, lush trees, historic downtown square and unique neighborhoods and developments. McKinney was recently chosen as #1 Best Place to Live in America by Money Magazine. We are also proud residents of McKinney as well. Living only a few blocks from our office.
What if I don't live in McKinney?
Geography is no longer a limitation when looking to hire the right Financial Advisor for you. Whether you live in McKinney, Texas, several miles away, or anywhere in these great United States, we have the tools, technology, and resources to help you achieve your retirement goals. We currently have clients throughout the state of Texas, as well as multiple states across the country.
Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, 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.
Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.
The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.
Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal.