Blake Wealth Management

Whether you are single by choice, by divorce, or widowed, your planning needs are special. 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 developed our SIMPLY RETIREMENT Roadmap™ 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. 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.

Financial Services
Mckinney, Texas
Founded in 2020
1-10 employees

Whether you are single by choice, by divorce, or widowed, your planning needs are special. 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 developed our SIMPLY RETIREMENT Roadmap™ 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. 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.

Company Information

Industry
Financial Services
Company Type
Privately Held
Founded
2020
Employee Range
1-10
Revenue Range
Not available

Location

Address
201 W Virginia St Texas McKinney
City
Mckinney
Region
Texas
Postal Code
75069
Country
United States

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