Planning Services

Long Term Planning in a Short Term World:

Of all the financial decisions you ever make, one of the most important is your choice of professional advisors to work with. At Blake Financial Services, it is our business to learn who you are, where you stand and where you want to go. Our "getting to know you" process allows for the development of specific recommendations to assure your present security and a stable retirement. We will assist you to develop a current plan to live by as well as a long-term plan of action. Your plan is then tested to see that it fits your personality, your objectives and your budget.


Implementation and Discipline:

We work with you to implement and periodically review your plans. We help you to keep your plans current.  If a well-designed long-term plan is not followed, its value is diminished. If it is never implemented, it is worthless.