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.See How We Can Help You
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.
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 Process
Savers who have accumulated investment and retirement assets of $500,000 or more (excluding real estate) and are getting close to retirement.
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 Team
It’s never too early to start planning for retirement.
Learn the six critical steps to retirement success.
Eric is committed to helping his clients plan, manage and save
money to meet current and long-term financial needs.