As a woman planning for retirement on your own—whether by choice, following a divorce, or after the loss of a spouse—you deserve a financial advisor who is willing to listen first, then help you craft a plan that reflects your values and goals. At Blake Wealth Management, we understand that your financial decisions are shaped by a lifetime of experiences, and our planning principles are designed to honor those experiences while guiding you toward the future you envision.
Your retirement is not just a financial event; it’s the beginning of a new journey. We work with you to define what success looks like—from maintaining financial independence to supporting family or causes close to your heart. Then, we craft a flexible plan that reflects those unique goals. See our Investing Principles.
While many firms lead with insurance or investments, we focus on comprehensive planning. Because every decision—Social Security timing, taxes, income strategies—affects the others. We take the full view so you can feel confident in every step.
Your plan will change as your life does. Whether you face unexpected health changes, become a caregiver, or adapt to widowhood, we adjust your financial strategy together—ensuring it always reflects where you are today.
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.
Through our collaborative approach and values-driven planning, we aim to empower you not only to secure your financial future but to embrace the retirement lifestyle you envision. Together, we’ll help you pursue what’s most meaningful to you—with clarity, confidence, and peace of mind.
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.
