Women & Female Leaders
Use your voice in every financial decision. Ask questions until you understand your options and tradeoffs.
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Eric Blake
Founder and Lead Financial Planner
CFP®
Blake Wealth Management201 W Virginia ST Ste 102, Mckinney, TX 75069-4418
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Major Milestones I Specialize In
Divorce Planning
Before agreeing to a settlement, understand each asset’s after-tax value and how it supports your future.
Retirement Planning
Before choosing a retirement date, know how you will replace your paycheck and adjust when circumstances change.
Widowhood
Give yourself time before making major financial decisions unless something truly requires immediate attention.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
When you work with a financial advisor, you should understand the recommendations being made and how they support the retirement you want. We work primarily with women age 55 and older who are preparing for retirement, already retired, or making financial decisions after divorce, the loss of a spouse, or another major life change. Our three-step Simply Retirement Roadmap™ process gives you an opportunity to understand how we work before deciding whether to move forward. It begins with a 20-minute Get to Know You Call, followed by a complimentary planning session where we discuss your circumstances, priorities, and questions. We then present a personalized roadmap with our initial recommendations and the next steps you may want to consider. For clients who choose to work with us, we coordinate ongoing financial planning with investment management. You can expect straightforward explanations, thoughtful recommendations, and clear next steps. I want you to understand why a recommendation is being made rather than simply being told what to do. We continue to monitor your strategy and help you adjust when your life, financial circumstances, or the rules change.
Disclosures
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.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.