When it comes to managing your investments for retirement, women deserve a financial advisor who is willing to listen, understand your unique goals, and help you stay confidently on course. We believe successful investing isn’t about reacting to headlines — it’s about following steady, time-tested principles designed to support your life’s purpose, no matter what the markets bring.
Before building an investment portfolio, we first seek to deeply understand your purpose for your money. Whether it’s ensuring lifetime income, traveling more, supporting family, or leaving a legacy, your financial plan will guide how we design a portfolio to support what matters most to you.
Your investments should reflect your time horizon and your stage of life. We believe in aligning long-term investments for long-term goals—and safer, more liquid investments for near-term needs—so you can move forward with clarity and confidence.
Because we expect bear markets (we just don’t know the timing of them), we purposefully prepare both mentally and financially for whatever may come next through relevant ongoing communication and easy-to-understand financial strategies so you can feel comfortable standing by your plan during stressful times.
We believe that a diversified portfolio of low-cost funds and ETFs will serve you best in the long run. Additionally, taxes and transaction costs can cause a significant drag on performance, so we seek to minimize these expenses wherever prudent and possible.
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Neither asset allocation nor diversification guarantees against investment loss. All investments and investment strategies involve risk, including loss of principal. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
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.
RFG Advisory Part 3 Form CRS, RFG Advisory Form ADV Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.
