Our process to help you evaluate our services and make an informed decision about working together.
✔ Tax Planning Analysis
✔ Investment Analysis
✔ Retirement Paycheck
(And couples who want to approach this journey together)
Women age 55+ who are in or near retirement.
Investment and retirement accounts over $1 million (excluding real estate).*
People who value professional help because retirement is too important.
* We require a minimum of $1 million in investible assets. If you have questions about this or would like resources to help guide you in the right direction, please don't hesitate to contact us and we'll be happy to support you.
Our 3-step process showing you how to lower taxes, invest smarter, and maximize retirement income.
A "Get to Know You" Call will allow us to determine if our expertise is a good fit for your needs. We will spend time learning more about you and your unique challenges.
We will also share more about our firm and answer your questions.
If we mutually agree there is a potential fit, we will move to Step 2.
The next step is a meeting with our team (in-person or virtually).
Prior to this meeting, we will securely request a few important documents from you.
During the meeting, we will spend time learning more about your financial situation, needs, concerns, and goals.
We will also review the key areas that will shape your retirement success and identify any potential planning gaps and opportunities.
In our second meeting, we will deliver your personalized Simply Retirement Roadmap™.
Our analysis will show you exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.
You’ll leave with clarity on what steps to take next on your retirement journey.
You are under no obligation to us at any point in this process.
After we present our analysis and recommendations, it’s completely up to you whether you decide to move forward with us.
While considering us, here are some questions you might consider:
While we would love to work with you if you decide that it’s not a good fit, we will wish you all the best and every success. In other words, there is never a hard sell or pressure to say yes.
NOTE: It's not uncommon for our calendar below to have limited availability to ensure we provide a high level of service to current clients. If you don't see anything on our calendar that works for you, please call our office at (972) 426-7237, and we will do our best to accommodate.
To make the best use of our time together, please answer a few important questions. 👇
(You can zip through them in 60 seconds⌚)
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.
