Broker Check

405.256.6153

  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

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Your DNA Test

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.