Tax Strategy Analysis

Investment and Asset Allocation Analysis

Retirement Recommendations

Who We Serve

Retired or Close To It

We specialize in working with people in retirement or very close to it (typically less than 5 years). This allows us to tailor specialized services to a unique group of people.


Through a lifetime of diligent saving and frugal living, have accumulated retirement and investment assets of $500,000 or more (excluding real estate).

Seeking a Trusted Advisor

Our clients understand that the success of their retirement is too important to be doing it themselves, and they understand the value of having expert guidance.


Phone Call

A 15-minute 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.


During the initial meeting, we will learn more about your financial situation, needs, concerns, and goals. We’ll request some information about your current financial position, such as assets, liabilities, income, and more.

Can be held virtually via Zoom or in person.


This is where the magic happens!

We will analyze the information gathered during the SIMPLY RETIREMENT Roadmap™ Meeting to determine the following:

1. Can I afford to retire?
2. Am I utilizing all available strategies to minimize taxes?
3. Is my investment portfolio suitable to meet my retirement goals?

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, but, more importantly, it will include actionable recommendations that we believe will give you peace of mind that you are on the right track to achieving your retirement goals and answer the three key questions.

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. We will not pressure or rush you into a decision. We want you to be confident and comfortable with us before officially establishing a relationship. While considering us, here are some questions you might ask yourself:

  •  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?

Your Decision

If you decide you would like to hire with us, we will answer any additional questions you may have, work together to establish a timeline to implement your financial plan, and start working to help you achieve your financial goals.

Ready to get started down the right road to retirement?

Take the first step. Schedule your 15-Minute Introductory Phone Call.

Schedule a Call