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
All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
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 is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
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