Having grown up in San Luis Obispo County, it is easy to truly appreciate how special our community is. There is no other place I would want to live and raise my family. I have had the privilege to work at Blakeslee & Blakeslee since June of 2000. I have a BS in Finance from Cal Poly, San Luis Obispo, and my present registrations with FINRA (Financial Industry Regulatory Authority) are 7, 63, and 65. In addition, I’m a licensed agent for Annuities, as well as Life and Health Insurance. Currently, I’m enrolled in the CFP Program through the College for Financial Planning. I get a great deal of satisfaction from the relationships I’ve built while helping my clients to achieve their financial goals. I take a hands on approach with my clients that includes assessing risk tolerance, suitability, time horizon, and investment experience, to help me gain a macro perspective of their unique situations and needs. I realize your time is valuable, so I pride myself on efficiency and follow through. Allow me to put together a custom financial plan for you so that you can spend less time dealing with finances and more time enjoying the community in which we live. My office is located at 299 Madonna Road in San Luis Obispo. Please feel free to stop by or call (805) 543-4366, or send an e-mail to bwilliams@blakeslee-blakeslee.com.

Special Need Trust
If one of your children is mentally or physically handicapped you may want to consult with an attorney about setting up a Special Needs Trust for that child. People with disabilities are frequently eligible for various forms of government assistance. One of these programs is Medicaid and Supplemental Security Income or SSI. The benefits paid under this program cease whenever the recipient has more than $2000 in their own name. If a parent should die and their disabled child was to inherit his or her parent’s estate, all of those assets would need to be consumed down to the $2000...Read More