Blake Wealth Management, located in historic downtown McKinney, Texas, specializes in retirement planning for women over 55 who are divorced, widowed, or seeking to take control of their retirement. With a focus on maximizing Social Security benefits, minimizing taxes, and investing wisely, their Simply Retirement Roadmap Process guides clients through the decision-making process to help them achieve the retirement they deserve.
Founder Eric, a lead Financial Planner with 24 years of experience, is dedicated to helping women plan for a successful retirement by understanding the purpose of their money and becoming more engaged in managing their investments. Serving clients throughout Texas and across the country, Blake Wealth Management offers personalized financial planning to empower women in achieving their retirement goals.
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