You're a busy professional, and you're approaching the traditional retirement age. You enjoy the challenge of your work, it's your passion, and you're not sure that you're ready to retire just yet. But it would be nice to look at the wealth you've built and know that retirement is an option. You seem to have done everything right financially. You earn a good income, you own your home, you've maxed out your retirement accounts, and you've protected yourself with appropriate insurance. You feel confident about your position, but you're wondering, have I missed something that might affect my decision about whether or not I can retire?
At Blake Wealth Management, our SIMPLY RETIREMENT Roadmap™ can help you answer that question and potentially uncover hidden opportunities that you may not have been aware of. We'll help you analyze your entire financial standing, in terms of tax efficiency, investment allocation, and costs, so that you can make an informed decision about the timing of your retirement.
Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, 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.
Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.
The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.
Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal.