Blake May, J.D., CFP®

Blake is a Senior Financial Advisor with over 11 years of experience specializing in retirement planning, estate planning, and investment management. Known for a client-first approach, he helps individuals, families and small business owners build comprehensive financial strategies tailored to their long-term goals. With a deep understanding of complex financial landscapes, Blake provides guidance on optimizing retirement income, preserving wealth through thoughtful estate planning, and growing assets through customized investment portfolios. Trusted by clients for clear communication and sound financial insight, Blake is committed to helping clients achieve lasting financial security and peace of mind. View Blake's LinkedIn Profile. Education: Auburn University, B.A. Liberal Arts (Journalism), 2010 Cumberland School of Law, Juris Doctor, 2014 Securities Licenses: Series 6, 63 and 65 CERTIFIED FINANCIAL PLANNER™ - 2019
An estate plan being created by a financial advisor and a senior couple.
Estate Planning Checklist
 June 1, 2023

School of Financial Wellness

This checklist can help you craft a comprehensive estate plan that ensures your assets are distributed according to your wishes.

Long Term Care Costs in 2022
Long-Term Care Costs in 2023
 April 20, 2023

School of Financial Wellness

Long-term care costs are rising rapidly. Learn how much these services cost and how they fit into your financial plan.

Nursing home bills for a parent are being reviewed by their daughter.
Could You Owe Nursing Home Bills for Your Parent?
 October 27, 2022

School of Financial Wellness

You probably know that long-term care costs could derail your financial plan. But did you know that there are circumstances where you could also be responsible for your parent’s nursing home bills?

A nurse is holding a folder that says Long Term Care
Planning for Long-Term Care Expenses
 May 12, 2022

School of Saving and Investing

Long-term care is costly and more common than many believe. So, it is important to account for these expenses in your financial plan.

Calculating medical costs in retirement can be difficult
How Much Will You Spend on Medical Expenses in Retirement?
 September 18, 2019

School of Financial Wellness

Out of pocket medical expenses in retirement have been estimated by the EBRI to be in excess of $350,000 for many couples, a shocking figure for most.