Broker Check


What We Provide

Our firm specializes in helping individuals and business owners develop sound financial strategies. We offer personalized, hands-on service. We strive to educate clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

As Jamie Blakley develops a customized financial plan for you she will walk you through a step-by-step process that will help you identify your goals and feel confident in your decisions. Once your goals have been established, she will provide customized plans to suit your vision and nurture your objectives. Included in the plan will be a built in method to help execute and monitor your financial progress.

We understand the many challenges of a sound financial life as you are living it and as you are preparing for and then living in retirement. We focus on money management, as well as other issues that are critical to your financial well being.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Strategies

Trust and Estate Planning

Tax Reduction Strategies

Small Business Planning

401(k) Planning

403(b) Planning

College Plans

Money Purchasing Plans

Profit Sharing Plans

Advisory Services

Investment Services


Disability Income Insurance

Health and Life Insurance

Long-Term-Care Insurance

Insurance Analysis

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  405-256-6153