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.

The many varieties of 529 Plans
The problem of how to save for college education expenses can be both easy to solve and confusing to resolve. There are now over 40 different 529 college savings plans. Each plan is sponsored by a specific state and is thus considered to be a municipal security. The design of the various plans offers several options, age-based models, individual mutual funds, investment-tolerance models and target plans. In addition, some 529 plans have the standard mutual fund commission structure with up front charges while others have no up front charges but instead have back end fees for early withdrawals. Others offer...Read More