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Spanning four decades of providing financial professionalism and wealth management. Helping families with financial decisions for over 30 years. Understanding your retirement needs. WealthVision, our Web-based financial planning tool, offers an aggregated view of your client’s financial picture. Kurt L. Blakely, discussing Blakely Financial Services and its mission. Learn about the advantages of being an advisor with LPL Financial. When Should You Take Social Security. The Anatomy of an Index. The S&P 50...

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Spanning four decades of providing financial professionalism and wealth management. Helping families with financial decisions for over 30 years. Understanding your retirement needs. WealthVision, our Web-based financial planning tool, offers an aggregated view of your client’s financial picture. Kurt L. Blakely, discussing Blakely Financial Services and its mission. Learn about the advantages of being an advisor with LPL Financial. When Should You Take Social Security. The Anatomy of an Index. The S&P 50...
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Home | Blakely Financial Services | teamblakely.com Reviews

https://teamblakely.com

Spanning four decades of providing financial professionalism and wealth management. Helping families with financial decisions for over 30 years. Understanding your retirement needs. WealthVision, our Web-based financial planning tool, offers an aggregated view of your client’s financial picture. Kurt L. Blakely, discussing Blakely Financial Services and its mission. Learn about the advantages of being an advisor with LPL Financial. When Should You Take Social Security. The Anatomy of an Index. The S&P 50...

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Blakely Financial Services

http://www.teamblakely.com/p/blakely-financial-services

Sign up for my Newsletter. Error processing your request. Please try again at a later time. Check the background of your financial professional on FINRA's BrokerCheck. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with the residents of the following states: CA. 2800 W. March Lane, Suite 324.

2

Deciding on Social Security

http://www.teamblakely.com/resource-center/retirement/deciding-on-social-security

When Should You Take Social Security. The Social Security program allows you to start receiving benefits as soon as you reach age 62. The question is, should you? Monthly payments differ substantially depending on when you start receiving benefits. The longer you wait (up to age 70), the larger each monthly check will be. The sooner you start receiving benefits, the smaller the check. The chart shows how Social Security benefits accumulate for individuals who started to receive at ages 64, 67, and 70&#46...

3

Glossary | Blakely Financial Services

http://www.teamblakely.com/tools/glossary

A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest rates than fixed-r...

4

Wealth Vision Video

http://www.teamblakely.com/p/wealth-vision-video

Sign up for my Newsletter. Error processing your request. Please try again at a later time. Check the background of your financial professional on FINRA's BrokerCheck. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with the residents of the following states: CA. 2800 W. March Lane, Suite 324.

5

WealthVision

http://www.teamblakely.com/p/wealthvision

A process customized to your needs. Sign up for my Newsletter. Error processing your request. Please try again at a later time. Check the background of your financial professional on FINRA's BrokerCheck. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with the residents of the following states: CA.

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Donor Levels & Benefits. Tickets & Parking. Fund Drive Schedule & Standings. ORANGE & BLACK BALL. 2016 O&B Recap. Donor Levels & Benefits. Tickets & Parking. Fund Drive Schedule & Standings. ORANGE & BLACK BALL. 2016 O&B Recap. WANT TO HELP SUPPORT PACIFIC STUDENT-ATHLETES? All PAF Business Members are listed below alphabetically. To search for a specific type of business select a category from the drop down menu below. All Foreign & Domestic Auto Body Shop. All Foreign & Domestic Auto Body Shop. 3282 Au...

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Home | Blakely Financial Services

Spanning four decades of providing financial professionalism and wealth management. Helping families with financial decisions for over 30 years. Understanding your retirement needs. WealthVision, our Web-based financial planning tool, offers an aggregated view of your client’s financial picture. Kurt L. Blakely, discussing Blakely Financial Services and its mission. Learn about the advantages of being an advisor with LPL Financial. When Should You Take Social Security. The Anatomy of an Index. The S&P 50...

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