Our process to help you evaluate our services and make an informed decision about working together.
✔ Tax Strategy Analysis
✔ Investment and Asset Allocation Analysis
✔ Retirement Recommendations
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 get to know one another, allow you to ask any retirement questions you may have and determine if our expertise is a good fit for your needs.
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.
We will also review the key areas that will shape your retirement success and identify any potential planning gaps or opportunities.
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?
You will receive immediately actionable recommendations to guide you along your path to retirement success.
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. We intentionally limit the number of calls 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
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.
