Having grown up in San Luis Obispo County, it is easy to truly appreciate how special our community is. There is no other place I would want to live and raise my family. I have had the privilege to work at Blakeslee & Blakeslee since June of 2000. I have a BS in Finance from Cal Poly, San Luis Obispo, and my present registrations with FINRA (Financial Industry Regulatory Authority) are 7, 63, and 65. In addition, I’m a licensed agent for Annuities, as well as Life and Health Insurance. I have also obtained my CERTIFIED FINANCIAL PLANNER TM designation. I get a great deal of satisfaction from the relationships I’ve built while helping my clients to achieve their financial goals. I take a hands on approach with my clients that includes assessing risk tolerance, suitability, time horizon, and investment experience, to help me gain a macro perspective of their unique situations and needs. I realize your time is valuable, so I pride myself on efficiency and follow through. Allow me to put together a custom financial plan for you so that you can spend less time dealing with finances and more time enjoying the community in which we live. My office is located at 544 12th Street Paso Robles. Please feel free to stop by or call (805) 239-4388, or send an e-mail to bwilliams@blakeslee-blakeslee.com.

Donating a Life Insurance Policy
Donating an old life insurance policy to your favorite charity can be a win win proposition. In general, the full transfer of an existing life insurance policy to a qualified charity entitles its donor to a charitable income tax deduction. The amount of the deduction will be the lower of (i) the fair market value of the policy or (ii) the aggregate premiums paid into the policy by the donor. The fair market value or cash value would be reduced by any loans that are outstanding. In cases where the cash value is actually larger than the total premiums paid...Read More