As a fifth generation resident of San Luis Obispo County, and a ninth generation Californian, my roots are deeply established in “community.” I hold a Series 7 and a California State Insurance license for life and health. I work closely with business owners, contractors, and retired individuals as a Registered Representative with Blakeslee & Blakeslee. I have seen the ups and downs of the business world and work to assist folks with their financial planning goals for the short, mid, and long-term. I am a veteran of the United States Navy, hold an AA Degree from Lassen College and have twice been named one of the “top 50 business people” by the Pacific Coast Times for the Tri-Counties. I have served as a Planning Commissioner and City Council Member for the City of Paso Robles and became the first elected Mayor in the city’s history in 2000. I am honored and privileged to sit as the current Mayor of Paso Robles, the President of the San Luis Obispo County Council of Governments, and a member of the Board for Twin Cities Community Hospital. My task is to help you and your families achieve your financial goals. I can be reached in the Paso Robles office at (805) 239-4388, or send an e-mail to fmecham@blakeslee-blakeslee.com.

60 Day Rollover
Distributions from qualified plans generally constitute ordinary income to the recipient when received. When an individual voluntarily affects a rollover of pension monies from one qualified plan account to another he or she is normally aware that the transfer must take place within 60 days of receiving the check. Some companies when an employee is terminated or retires will do a direct transfer for the employee to an IRA account. If the employee’s distribution isn’t handled in one of these two ways, the entire distributed amount will be subject to ordinary income taxes in the year distributed. For some, this...Read More