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Member Bio

Eric Blake 

Blake Wealth Management  Founder and Lead Financial Planner
McKinney, TX
eric@blakewealthmanagement.com
9724267237

Contact Information

427
McKinney, TX
eric@blakewealthmanagement.com
9724267237
972-273-9594
Blake Wealth Management
Founder and Lead Financial Planner
201 W Virginia Street
Suite 102
McKinney, TX 75069
USA
12/15/2022

Personal Information

Additional Information

24.0
Certified Financial Planner
Retirement Planning for Women Over Age 55
24 Years
Approx. 35%
Financial Advisor

Clubs

North Dallas

Biography

Hi, I'm Eric


Founder and lead Financial Planner of Blake Wealth Management located in beautiful, historic downtown McKinney, Texas. Over the last 24 years as a financial advisor, I have realized that my true passion is helping women plan for a successful retirement.


On average, women earn 82% of what their male counterparts earn. This often results in lower Social Security and pension benefits, less retirement savings, but a longer average life expectancy. Overcoming the gender pay gap requires better, smarter retirement planning. Maximizing Social Security benefits, minimizing taxes, and investing smarter is critical to living the retirement you deserve.


As you approach retirement, the decisions you need to make can appear intimidating and endless. The aim of our team is to simplify this decision-making process as much as possible.


We developed our SIMPLY RETIREMENT Roadmap™ Process to guide you through the retirement planning process and help you make an educated and informed decision as to whether we are the right firm to guide you through retirement. However, as we work through this process together, it will also give you a framework for evaluating other firms you may be considering.


Read Eric's Story



Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG") a registered investment advisor. Private Client Services, Blake Wealth Management, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.