You may be single by choice, by divorce, or you may be widowed.
You are serious about making smart decisions with your money.
But you have questions...
PLEASE NOTE: We do work with couples — our only requirement is that both partners are part of the conversation so decisions are clear and shared.
For decades, retirement planning followed a path that didn’t always reflect how many women experience retirement today.
More women are choosing an active role — and often become fully responsible for financial decisions at some point in life.
Our work is shaped by seeing this happen firsthand.
This is the experience that led to founding the firm and shaping how we work with clients today.
Get started in 3 easy steps:
Learn how we can help you answer YOUR biggest retirement questions.
Review your Simply Retirement Roadmap™ and determine if we are the right fit.
Hire us to do the heavy lifting so you can enjoy retirement!
You shouldn’t have to decide whether to hire an advisor after one conversation.
The first step is simply a conversation to see if continuing makes sense — together.
Helping women who are ready to take control of their financial future:
As you approach retirement, the decisions you need to make can appear intimidating and endless.
The aim of our team is to simplify this decision-making process as much as possible.
We’ll talk through your situation together and decide — with no pressure — whether moving forward makes sense.
201 W Virginia Street, Suite 102 | McKinney, TX 75069
All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG") a registered investment advisor. 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.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
RFG Advisory Part 3 Form CRS, RFG Advisory Form ADV Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.
