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.
Trust and Estate Planning
Tax Reduction Strategies
Small Business Planning
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
Health and Life Insurance
Jamie@sfsplanner.com | 405-256-6153