INVESTMENT PLANNING

Reach Your Long Term Financial Goals

The best investment planning accounts for your individual goals and circumstances. A strategic investment plan can help you grow your wealth, responsibly manage your resources, and save for the life you want to live.

Our Approach

We start by gaining a comprehensive understanding of your current financial situation. This includes looking at your income, assets, and ability to invest. From there, we look at your goals and timeline to create a personalized investment plan. By helping you set out clear and measurable goals, we can match the most suitable mixture of investments to each specific goal in the most efficient way. We also help our clients navigate volatile markets and provide peace of mind during the most uncertain times. With no investment minimums, we are here to make investing accessible to everyone.

Our Investment Planning Services Include: 

  • Optimizing investment allocations through diversified investment in professionally managed funds
  • Professionally managing funds to improve growth while reducing volatility
  • Navigating market ups and downs to reach long term financial goals
  • Setting up automatic monthly contributions
  • Establishing financial benchmarks to gauge portfolio performance and make adjustments as necessary

When you partner with one of Blakeslee & Blakeslee’s experienced financial planners, we’ll help you stay on track with what you are trying to accomplish through your investments.

CLose up of a financial advisor shaking hands with a client, who is working towards her long term financial goals

Professionally Guided Investment Planning

During our 50 years serving the Central Coast, we’ve provided steady investment advice during good times and bad. From the OPEC Oil Crisis to the Dot-Com Bust and, most recently, challenges arising from the COVID-19 pandemic, we’ve been honored to provide our clients the security and peace of mind to navigate these turbulent times.

Not sure where to start?

Let the experienced team at Blakeslee & Blakeslee help you take a holistic look at your finances, your goals, and your prospects.