Blair Financial Advisors

05/14/2026

You’ve spent a lifetime building wealth. Now it’s time to protect what matters most. Schedule your private consultation today.

05/11/2026

Almost time for the Rockwall Rotary Clay Shoot! 🎯 THURSDAY!

Blair Financial is proud to sponsor this great event supporting scholarships and programs in our community. Looking forward to a great day with great people for a great cause.

https://www.rockwallclayshoot.com/

05/08/2026

🤔 If you had the opportunity to give your child a long-term investing head start, would you take it?

The new “Trump Account” (also referred to as a 530A account) is generating a lot of conversation in the financial world, especially for families thinking long term about wealth building, education funding, and future opportunities for their children.

Our latest graphic breaks down how these accounts compare to:
📚 529 Plans
💼 Custodial Accounts
📈 Roth IRAs for Kids

Each option has different strengths depending on your goals, tax strategy, and flexibility needs.

One thing is clear: starting early can make a powerful difference over time thanks to compound growth.

Want to learn more about how these new accounts work and who may qualify?
🔗 https://rc.lpl.com/content/rc/departments/grc/lpl-goverment-relations/trump-accounts.html?utm_postid=c4978&utm_medium=email-internal&utm_source=news-and-updates&utm_campaign=wealth-management&utm_content=lpl-goverment-relations&utm_term=trump-accounts&utm_type=05-07-26

05/05/2026

Did you survive the wind at Taste of Wylie… or did it try to take you with it too? 😅💨

What a day! HUGE thank you to everyone who stopped by our booth! We loved meeting so many new faces and catching up with familiar ones. That’s what it’s all about for us.

We’re incredibly grateful to be part of such an awesome community. Already counting down to next year!

05/01/2026

🚨 DON’T FORGET, WYLIE! 🚨

Taste of Wylie is Monday from 11AM-1PM! Come hungry, bring your friends, and make sure you swing by our booth— The WHOLE team will be there, ready to meet you, chat, and have some fun! 🎉

You won’t want to miss all the amazing food, local vendors, and great vibes. Trust us… this is one of the BEST events of the year!

See you there!! 👋

04/23/2026

We’re proud to support an incredible cause right here in our community!

Blair Financial is honored to be a sponsor of the Rockwall Rotary Clay Shoot! This event brings people together for a great day of competition while raising funds for local scholarships and youth programs. 🎯

Our advisor, Brett Blair, is excited to be part of this event, continuing a legacy that started long before us. His dad, Greg Blair, the original founder, has been deeply involved with the Rotary Club and remains an affiliate helping make this event possible.

This one means a little more to us. It’s about family, community, and giving back.

If you haven’t signed up yet, grab a team and join us out at the Texas Gun Ranch — it’s going to be a great time for an even greater cause!

👉 Learn more or register here: https://www.rockwallclayshoot.com/

Rockwall Clay Shoot May 14, 2026 – Texas Gun Ranch SIGN UP RAFFLE TICKETS Clay shooting translates into scholarships at the Rockwall Rotary Clay Shoot. Teams of clay shoot enthusiasts gather at the Texas Gun Ranch to compete for first place and bragging rights. One hundred percent of the money giv...

04/20/2026

We’re proud to be sponsoring Taste of Wylie 2026 this May ❤️

Join us in supporting the community- great food, local businesses, and time together. We’d love to see you there!

04/17/2026

We’re proud to spotlight Jheri Dixon, who has been a valued Client Relationship Manager with Blair Financial Advisors since January 2025.

Jheri has been an integral part of our team, bringing experience, consistency, and a strong commitment to client care. Over the past year, she has worked closely with Brett’s team, continuing to support client relationships with the same level of dedication and attention our clients know and trust.

We’re grateful for all that Jheri does and are lucky to have her as part of our team!

04/16/2026

We’re excited to welcome Morgan Loftin to Blair Financial Advisors!

Morgan brings a strong background in business and client support, along with a thoughtful, detail-oriented approach to serving our clients. She’ll be working closely with our team to support client relationships and communication.

You’ll continue working with Jheri, with Morgan supporting alongside her.

We’re thrilled to have Morgan on board and appreciate your continued trust and confidence!

04/06/2026

After years of saving and preparing, some retirees hesitate to spend.

That's understandable.

But retirement isn't only about preserving what you've built. It's about using it to support the life you want to live.

The first year isn't a test.

It's a transition.

And it's okay to take it one step at a time.

If you'd like to talk through what this season looks like for you, we're here.