Blake Wealth Management

Blake Wealth Management is a financial planning practice focused on retirement planning for women age 55 and older, with services covering retirement income, Social Security timing, tax planning, investment management, healthcare and longevity planning, and estate and legacy planning. The firm also works with couples, as long as both partners take part in the conversation.

The process starts with a short conversation and a free Retirement Assessment, so prospective clients can decide whether to move forward without pressure. Current clients can schedule a strategy call through the office. The firm is at 201 W. Virginia Street in McKinney, and it is a family business led by Eric Blake, CFP, with his family members on the team.