Your Simply Retirement Roadmap™

The Simply Retirement Roadmap™ Process

Our 3-step process showing you how to

lower taxes, invest smarter, and maximize retirement income.

Step #1

15-Minute Phone Call

An introductory phone call will allow us to get to know one another, allow you to ask any retirement questions you may have and to determine if our expertise is a good fit for your needs.

Step #2

The Simply Retirement Roadmap™ Meeting

Like a doctor, it's important to diagnose before we prescribe.

The next step is a meeting with our team (in-person or virtually). During the initial meeting, we will learn more about your financial situation, needs, concerns, and goals.

Step #3

Your Personalized Simply Retirement Roadmap™

In our second meeting, we will deliver your Simply Retirement Roadmap™.

This roadmap will include our completed analysis of your current retirement scenario.

We will analyze the information gathered during our first meeting to determine the following:

1. How can you maximize your retirement income?
2. Are you overpaying your taxes?
3. Can your portfolio be improved?
4. Can you eliminate or at least reduce your primary risks in retirement?

Take Your Time

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:

• Do I like, trust, and respect the team at Blake Wealth Management?
• Will the benefits they provide outweigh the costs?
• Do I understand and feel confident in their investment process?
• Do their recommendations make sense to me?

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.