Enhanced Content List

• Products and Services

Emails

• info@blakelywalters.com
• swalters@blakelywalters.com
• jblakely@blakelywalters.com
• zmakawi@blakelywalters.com
• mbenson@blakelywalters.com

Additional Links

• website http://www.blakelywalters.com/
• https://www.facebook.com/Blake...

Products

• Mutual Funds Exchange Traded Funds Bonds
• Common Stock Education IRAs / 529 Plans
• Variable, Indexed and Fixed Annuities
• REITs, BDCs, and other alternative investments
• 401(k) Plans Profit Sharing Plans
• IRA's - Traditional, Roth, SEP, Rollover, Simple
• Defined Benefit Plans Group Benefits Plans
• Disability Income Insurance Life Insurance
• Long Term Care Insurance
• Business Overhead Expense
• Health Insurance / Health Savings Accounts

Services

• Comprehensive Review of Finances
• Goal Setting
• Documented action plan
• Access to world class financial planning software
• Best In Class Risk Assessment Review
• Goal Analysis
• Portfolio Design
• Ongoing management and oversight
• Rebalancing
• Distribution planning
• Annual in person review

About Blakely Walters

At Blakely Walters, planning starts with you. We established our firm to bring our broad institutional background to the unique needs of individual investors. Our executives utilize their over 25 years of collective experience to provide a truly personal approach to wealth management. Whether you're in the heart of your career or preparing for retirement, our advisors are committed to enhancing your success.

As a strategy-driven firm, we create comprehensive and flexible financial solutions that meet the needs of today while laying the foundation for tomorrow. You deserve solutions that are customized to your situation yet adaptable to change. When your life evolves, so should your strategies. Whatever you hope to achieve, our tailor-made strategies are built to help grow your wealth, minimize the burden of taxes, and give you confidence in pursuing your short and long-term goals.

Financial Planners, Investments