Like many women today, you've been working hard to balance the responsibilities of career and family for years, but now as you approach and enter retirement, the decisions you need to make can appear intimidating and endless.
When should I start Social Security?
Which accounts should I take from first?
How do I avoid paying too much in taxes?
For over two decades, the team at Blake Wealth Management has been helping women feel more confident in their financial future.
The cornerstone of our approach is the Simply Retirement Roadmap™, our six-step process for navigating your retirement planning journey.
Whether you're a widow, divorced, or a woman who is simply ready to take more control of her finances, you'll get insights you can use to make more informed financial decisions.
We will help you answer three key retirement questions:
Can I afford to retire?
How can I reduce my lifetime tax liability?
Is my current investment strategy right for my retirement income needs?
It all starts with a 15-minute introductory phone call to determine if our expertise is a good fit for your needs. Then together we can begin building your personalized Simply Retirement Roadmap™.
When your needs change along the way, we'll be there to help you adjust your plan and keep you on track.
Remember, retirement is not the end of the road. It is the start of a new journey.
Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG") 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.
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.