Sam believes that our financial success or failure is largely governed by the choices we make throughout our lives. We can help ensure financial security during our retirement years by living within our means, saving on a systematic basis, and investing in professionally managed securities. Sam helps clients take the long-term perspective and develop actionable plans that help individuals and families meet their financial goals. His educational background includes a BA and MA, from UC Berkeley and a Ph.D. from UC Santa Barbara. He is a graduate of the College of Financial Planning, a Certified Financial Planner, and a Registered Securities Principal. Sam cares deeply about our quality of life here in the Central Coast. He currently serves, or has served, on a number of local boards and task forces that address business, education, and land use issues including, Treasurer of the SLO Chamber of Commerce, Trustee of the Cuesta College Board, Director of the SLO Property Owners Association, Co-Chair of the SLO Housing Task Force, Chair of the Downtown Parking & Access Task Force, Member of the President's Advisory Board of St. Joseph's High School, Chair of the Central Coast Natural History Association, and author of the DREAM initiative. In 2000 and 2002 he was the recipient of Leadership Awards from the Chamber of Commerce and League of Women Voters. He currently represents our community in the state legislature as the Assemblyman from the 33rd District. He remains active in the business and works closely with Diane and Kara Blakeslee. Sam can be reached in the San Luis Obispo office at (805) 543-4366, or send an e-mail to sblakeslee@blakeslee-blakeslee.com.

Re-Visit Your Will
Have you reviewed your will lately? If it was written many years ago it might not accurately reflect today’s wishes. With the rapid increase in the value of retirement plans, stocks and mutual funds, many people should take inventory of their assets and then check their wills to see if they still want their estate distributed in the dollar amounts or percentage amounts originally stipulated. If your will leaves a specific dollar amount to heirs, that dollar amount may now be rather puny compared to your total net worth. Also if your will says you leave the “remainder” of...Read More