Broker Check

405.256.6153

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

  Investment Representative, Jeannie Roberts; Financial Planner, Jamie Blakley; Account Services Manager, Michelle Kimberlin.

It's important to have an advisor with a full range of expertise to help both a business and/or your family’s financial affairs. It is critical to managing and growing your financial life to have a planner who has the knowledge to evaluate and guide your complete financial picture. Every part of your financial life is interrelated and, in fact, acts like a balancing scale towards your unique financial reality. It's paramount to integrate tax smart planning with financial planning, estate planning, retirement planning, and your personal financial goals. We work with families and business owners to help them better understand and implement the opportunities and potential rewards that are available when a proactive approach is taken to their financial situation.

Financial Planner, Jamie Blakley, uses a comprehensive financial review process to help clients make smart choices today to pursue a brighter financial future. She has found the main areas to address often fall under the following broad categories: *Investments, Family Risk Management, Cash Flow & Debt Management, Retirement Planning, Business Planning, Legacy Planning, Education Planning, and Special Situations Planning.

If you are ready to pursue the financial life you've dreamed about contact us to learn more. We promise,"When it comes to your financial life we'll take care of you like family."


Helpful Content

Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."