Generational wealth!
Actionable Financial Literacy is a theory of economic distinction and a robust learning model—the intended recreation of financial assurance in classrooms, boardrooms, and administrative offices. Financial capability means you have the knowledge, skills, and confidence to make informed decisions. This results in a definitive financial action-leading strategy for success.
I'm passionate about helping families and individuals diversify portfolios, manage assets, analyze market trends, and reduce financial risk. My goal? To safeguard the dreams you strived to achieve and the help you accumulated so hard. I use empirical research to identify one's risk tolerance and hedge against market volatility.
Dr. Blake is a two-time Best-Selling Author of Joseph, Building Financial Literacy, Joseph, Building Financial Legacy, and an International Best-Selling Co-Contributing Author with the Art of Connection book series! He is an Investment Advisor Representative with over 30 years of experience, retired as a Federal Financial Specialist, and a three-time Medal Awardee of the USAF.
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Saturdays @ 11 am AZ time: On-Point!
Please contact us if you cannot find an answer to your question.
A financial literacy consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work hard for you just as hard as you work for it!
There are many ways to achieve financial literacy and achieve your goals and dreams. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.
Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance, and estate planning.
Help you get your Financial Point Across!
Send me a message, and tell me more about your financial literacy goals and needs. I will get back to you soon to schedule a consultation.
875 South Estrella Parkway, Goodyear, Arizona 85338, United States
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
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