When choosing a financial advisor, sharing a common set of principles and beliefs is critical to a successful relationship. With that in mind, we would like to share our financial planning principles for your review.
Just like you don’t get into your car without a destination and an approximate route to get there in mind, financial planning is much the same. To be successful, we must first define what success means—that is, the identification of your life’s purpose and the goals associated with that purpose. Then we can craft a financial strategy specifically designed to pursue those objectives. See our Investing Principles.
Many firms are either primarily insurance or investment-focused, whereas we are planning-focused. This is because we know that decisions made in one area will impact many others. Thus, we constantly keep your complete financial life in mind to ensure proper alignment between each of your life’s goals.
We know that the world (markets, economy) and our personal lives (income, health, family) are ever-changing. A plan that sits on a shelf couldn’t possibly account for all that life will throw at you, so we meet regularly to adjust your plan as needed to reflect the current reality.
We will not pretend to know which way the market will go next as there are no facts about the future. We believe in controlling what we can control. That is, the amount we save, how long we give our savings to grow, our asset allocation, our behavior, and how we plan for various risks. These are what will ultimately determine your success.
Even the absolute best investment portfolio can be undone if you are unprepared for life’s what-ifs. A few examples might include an unexpected death, health issues, accidents, lawsuits, or becoming disabled. Planning for and insuring against these risks allows us to invest for all that can go right. We cannot control what happens to us, so it is imperative that we are prepared for each of these possibilities.
We view every client relationship as a lifelong partnership. This is a significant advantage because our single objective is to provide advice that will (hopefully) result in accomplishing your multi-decade goals, and we expect to walk with you every step of the way.
We sincerely hope that through our collaborative approach and principles-based planning philosophy, you will feel encouraged to pursue what is most meaningful to you.
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
info@blakewealthmanagement.com
972.426.7237
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 Part 3 Form CRS, RFG Advisory Form ADV Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.
Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal.
