At Blakeslee & Blakeslee, I provide my clients with individually tailored financial advice to meet their specific financial goals. I encourage my clients to put aside their money today in high quality, well-diversified, and professionally-managed investments. I also encourage my clients to meet with me on a periodic basis to review their investment portfolio and to ensure that it remains consistent with their financial objectives as they evolve over a lifetime. I am a financial planner and an attorney, and have extensive experience in land conservation. I graduated magna cum laude from Cal Poly (SLO) with a degree in Business Administration, and from Duke University with a master’s degree in Public Policy and a Juris Doctorate. I look forward to helping you achieve a better, more secure future. I can be reached in the San Luis Obispo office at (805) 543-4366, or send an e-mail to kblakeslee@blakeslee-blakeslee.com.

Multi-Generation Planning
It used to be there were only three generations in a family, the grandparents, the adult children and the grandchildren. Now folks are living longer and we’re seeing fourth and fifth generation families. The financial impact of the demographic change from three to five generation family units has caused the family to focus on financial issues that cross generations. Aging parents who used to only live a few years after retiring are now living 15, 20, 30 years or more. When these retirees run out of money, it’s their children who will be called upon to supplement their parent’s income...Read More