Over Age 50
Savers over the age of 50 that are retired or plan to retire within 24 months.
$500,000+
Have accumulated retirement and investment assets of $500,000 or more (excluding real estate).
Partnership
Prefer to partner with a trusted advisor to handle the heavy lifting of retirement planning and investment management.
The SIMPLY RETIREMENT Process™
Phone Call
A 15-minute introductory phone call will allow us to get to know one another and to determine if we’re a good fit for your needs.
Discovery Meeting
During the discovery meeting, we will learn more about your financial situation, needs, concerns and goals. We’ll request some information about your current financial position, such as assets, liabilities, income and more.
Financial Analysis
We will analyze the information gathered during the Discovery Meeting to determine the following:
- 1. Are you on track to reach your long-term retirement and financial goals?
- 2. Are you utilizing all available strategies to minimize taxes?
- 3. Can your investment strategy be improved?
Financial Analysis Delivery
We will meet to deliver the results of our financial analysis. More importantly, we will provide you with the specific recommendations for achieving your financial goals and also answer any questions you might have.
Take Your Time
You are under no obligation to us at any point in this process. After we present our analysis and recommendations, it’s completely up to you whether you decide to move forward with us. We will not pressure or rush you into a decision. We want you to be confident and comfortable with us before officially establishing a relationship. While considering us, here are some questions you might ask yourself:
- Do I like, trust and respect the team at Blake Wealth Management?
- Will the benefits they provide outweigh the costs?
- Do I understand and feel confident in their investment process?
- Do their recommendations make sense to me?
Your Decision
If you decide you want to move forward with us, we will immediately begin to implement your financial plan and start working to help you achieve your financial goals.