As you are nearing retirement, you face some unique financial planning challenges. The average person has changed jobs 12 times over the course of her working life. That means that while you may have built up significant wealth to draw on in retirement, it may be spread out over a variety of accounts and types of investments. There could be funds and 401ks from previous employers, stock options, an employee stock purchase plan, or multiple personal brokerage accounts and IRAs. Factor in legacy concerns like funding a child's or grandchild's education and the retirement planning process can start to feel overwhelming.
At Blake Wealth Management, our SIMPLY RETIREMENT Roadmap™ process can help you assess your entire financial situation, assets, liabilities, taxes, income, and suggest strategies designed to fund the retirement lifestyle you deserve. And because your circumstances are likely to change as you approach and enter retirement, we'll be there to help you adjust your plan whenever it's needed.
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.