Blakeslee & Blakeslee believes that comprehensive financial planning advice can make all the difference between whether or not someone ultimately meets their goals. At Blakeslee & Blakeslee we specialize in providing objective professional advice with a high level of personalized service and are prepared to help our clients plan for any number of issues that might arise during the course of a lifetime. Whether opening a new IRA, rolling over an old employer retirement plan, making investment recommendations to balance risk and growth, starting a college fund for a grandchild, carefully managing assets during retirement years, making an estate plan to leave a legacy, or helping a surviving spouse re-arrange finances due to the loss of a loved one - our professionals can help you meet your financial goals.
Because it is just as important to implement a plan as it is to create one, we typically meet with clients annually, at no charge, to monitor progress and recommend adjustments to the plan as needed. This involvement with our client’s financial planning needs allows us to help address issues as they arise.