FINANCIAL PLANNING ADVICE
For Every Stage of Life
Financial planning is for everyone who wants a secure future, not just the wealthy. At Blakeslee & Blakeslee, we provide financial planning advice to clients of all ages and from all walks of life to set and reach their personal financial goals.
Individual & Families
Financial planning advice for individuals and families goes beyond fulfilling basic needs. It’s about taking the next step, peering into the future, and seeing the possibilities. At Blakeslee & Blakeslee, we help individuals and families navigate some of life’s biggest transitions. We help individuals and families set money aside in professionally managed portfolios, save for important purchases—like new homes and college savings plans—and make sense of investment portfolios, like retirement accounts and 401(k) plans.
Soon-to-Be and Recent Retirees
We work with individuals, both during and after their earning years, to put money aside in professionally managed and diversified mutual funds. Many retirees encounter challenges staying on top of the performance of investment holdings, taking the correct level of required IRA distributions, registering assets properly in the name of a trust, and identifying beneficiaries or successor trustees. Blakeslee & Blakeslee helps reduce the stress and uncertainty of paperwork while making sure that the work is done promptly and accurately.
Small business owners wear a lot of hats. When you partner with our team of independent financial planners, we can help take the stress out of tax planning, risk management, investment planning, and handling company-sponsored retirement options. Blakeslee & Blakeslee can make launching a plan easy for a small business owner by handling the paperwork and the investment recommendations.
Personalized, Smart Financial Planning Advice
We believe the right financial plan empowers you to navigate the world with confidence. It grants you peace of mind knowing that you’ve left a legacy of security for yourself, your children, and your grandchildren. Blakeslee & Blakeslee, based in San Luis Obispo, CA, with offices in Paso Robles, CA and Orcutt, CA, takes the time to personalize recommendations and tailor service to address specific investment objectives and help our clients reach their unique financial goals.