"Life is too short to have to worry about all the complex issues that finances can bring. I am dedicated to taking that responsibility off my client's shoulders with dedication, dignity and hard work."
Jamie Blakley has been helping families and business owners understand their financial life for more then 20 years. As owner of Successful Financial Strategies her practice initially was located in Northwest Oklahoma and provided tax preparation and financial services. Family brought her to Mustang, Oklahoma where she focuses on comprehensive financial planning*.
For many people financial issues create anxiety. Clients tell Jamie one of the best benefits of working with Successful Financial Strategies is her ability to put them at ease while explaining financial issues in language they understand.
She builds client trust and loyalty by first listening to their dreams, goals, uncertainties, doubts or fears regarding their financial life. Then she guides clients through a financial planning process that thoroughly evaluates their current financial situation. This important step provides Jamie’s clients a realistic snapshot of what is currently working for them and points out where there is risk. With this information she creates a customized tax smart financial plan.
As an independent Financial Planner* Jamie has the freedom to utilize financial products and resources not always available to other organizations. This means she is able to provide knowledgeable advice on financial issues that include: Financial Services, Family Risk Management, Cash Flow & Debt Management, Retirement Planning, Business Planning, Legacy Planning, Education Planning, & Special Situations Planning. An extra bonus is an ability to plan for the tax impact on financial decisions.