Financial and Retirement Planning | McKinney, TX

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 their long-term financial goals (retirement, work optional). And we are determined to make it simple. Because smart, simple and strategic planning today can result in a simply rewarding retirement.

We have developed our proprietary SIMPLY RETIREMENT process to help you make an educated and informed decision as to whether we are the right firm to guide you through retirement. However, as we work through this process together, it will also give you a framework for evaluating other firms you may be considering.

See How We Can Help You Couple on the beach.

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.

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It’s never too early to start planning for retirement.
Learn the six critical steps to retirement success.

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Eric is committed to helping his clients plan, manage and save
money to meet current and long-term financial needs.

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