Making
Retirement
Simple.
Simple isn’t a word often associated with financial and retirement planning.
But if you work with Blake Wealth Management, that’s exactly what it will be. Because we are committed to helping clients plan, manage and save money to meet current and long-term financial needs. And we are determined to make it simple. Because smart, simple and strategic planning today can result in a simply rewarding retirement.
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Simply Retirement
Retirement isn’t the end of the road.
It’s the start of a new journey.
Why?
Our six-step retirement process helps us to get to know each other and allows us to mutually determine if our expertise aligns with your needs.
What?
Our straightforward retirement process is designed to create a customized, step-by-step financial action plan for achieving your retirement goals and reducing taxes over time.
Continue to Our ProcessWho?
Savers over the age of 50 who have accumulated investment and retirement assets of $500,000 or more (excluding real estate) and are getting close to retirement.
It’s all about trust.
When you select a financial advisor, you are essentially trusting that person or group with your financial future — and that’s a huge step to take. You can rest assured Eric and his team will dedicate themselves to building a strong relationship, to keep you constantly informed and to earn your trust. Because he’s not interested in transactional relationships. Eric is not interested in transactional relationships and wants to work closely with you to help you achieve your lifetime financial goals.
Get to Know Our TeamYour Free Retirement Assessment
It’s never too early to start planning for retirement.
Learn the six critical steps to retirement success.
See What Services We Offer
Eric is committed to helping his clients plan, manage and save
money to meet current and long-term financial needs.