Blakeslee & Blakeslee

Blakeslee & Blakeslee As an independent financial planning firm, Blakeslee & Blakeslee has spent nearly 50 years helping o

At Blakeslee & Blakeslee, we believe financial planning is for everyone who wants to plan for a secure future. Our clients come from all walks of life—from small business owners and busy working families to soon-to-be and recent retirees. Through our personalized service, we help each client understand and reach for their unique financial goals. As a wholly independent financial planning firm, we

are able to put each client first, period. That quality of service is reflected in our long-term client relationships—we’ve worked with many families for multiple generations. We are grateful to work with clients from all stages of life to reach their financial goals.

04/25/2017

There are several questions you should ask yourself before making the important financial decision of when to retire.

04/10/2017

What you do with a tax refund is up to you, but here are some ideas that may make your refund twice as valuable.

04/04/2017

The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid of the dirt and grime that have built up throughout the winter season. And while most spring cleaning projects are likely focused on your home, you could take this time to evaluate and clean up yo...

03/14/2017

Federal income tax filing season is here again. The filing deadline for most individuals is Tuesday, April 18, 2017.

03/08/2017

When you're carrying household debt it can be hard to decide which to do first: pay off what you owe, or save and invest what you have.

03/06/2017

If you take a distribution from your IRA intending to make a 60-day rollover, but for some reason the funds don't get to the new IRA trustee in time, the tax impact can be devastating.

02/28/2017

If you owned and used a home as your principal residence for a total of two out of the five years before the sale you may be able to exclude from federal income tax up to $250,000 ($500,000 if you're married and file a joint return) of the capital gain when you sell your home.

02/22/2017

Social Security is an important source of retirement income for millions of Americans, but how much do you know about this program?

Address

1101 Marsh Street
San Luis Obispo, CA
93401

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Blakeslee & Blakeslee posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Blakeslee & Blakeslee:

Shortcuts

Share

Category