Free, unbiased, and helpful
financial advice and education
How We Can Help
Whether it is in a private meeting or a group seminar, these are the areas we are able to take an unbiased look at, teach about, and make recommendations on as requested.
Helping you figure out what your goals are and how to reach them. Short, intermediate, and long term.
Assets (what you own) and liabilities (what you owe). Some balance sheets are pretty and some...not so much. We're here to help clean them up!
Income (what comes in) and expenses (what goes out). A budget doesn't prevent you from doing what you want; it helps you do more of it. When a budget doesn't exist, money tends to disappear.
Whether you are new to investing or you have current holdings in place, we are here to give an unbiased perspective and help you figure out which options will best help you reach your goals.
Taxes can be complicated and a huge expense; our goal is to simplify them and help you save on them.
With the high and rising costs of higher education, we can help you evaluate your options.
One of the biggest transitions in life doesn't have to be a scary one. Analyzing pension options, Social Security, and retirement plan strategies are all within our wheelhouse.
Wills, trusts, powers of attorney. What are they? Do you need them?
Learn on your own with our database that we are updating continuously. If there's a topic you want us to write about, let us know by emailing email@example.com!
Through his work in the field, Blake Pokley began recognizing the bias and injustice of the American financial services sector: some people are taken advantage of because of their assets and income, while others are completely ignored due to their lack thereof. This bothered Blake; it bothered him enough to do something about it.
Captain was founded to be an alternative option to the rest of the financial planning industry: free, unbiased, and helpful service.
For a more detailed description of why Captain was founded, as well as Blake's credibility, experience, and background, go to the About page.
Schedule a meeting with Blake Pokley, CFP® and get started on the road to financial freedom today!