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The Millennial’s Guide to Retirement Planning
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Modern Wealth Management for the Motivated
Like all great achievements in life, financial success is rooted in a long-term vision – and perhaps more importantly – backed by the right plan and behaviors to realize it.
Scott Blake manages a leading wealth management firm delivering comprehensive planning, investment, and insurance services for individuals, families and businesses motivated to achieve financial success that enables them to live rich, rewarding lives.
Blake Wealth Partners works closely with clients to build holistic, tailored plans designed to bring the most ambitious visons to fruition. Clients appreciate our expert perspective and hands-on guidance to help them make informed financial decisions throughout their lifetimes. This includes retirement savings and income distribution, education funding, tax efficiency, business transition and exit planning – and leaving a legacy that extends beyond their lives both within their family and philanthropically.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4