6110 Colleyville Blvd. Ste., 114
Colleyville, TX 76034

Phone:

(817) 503-1997

Fax:

(817) 514-4088

E-mail:

mark@wakeleyfinancial.com

Welcome to Wakeley Financial Services, a comprehensive financial consulting firm that combines personal relationships with a broad variety of financial services to help our clients meet their long term needs.

As financial professionals, we can:

Help you clarify and define your goals
Recommend solutions that fit your needs
Deliver timely information
Explain how changing financial conditions affect you
Monitor your financial progress
Make investment planning easier*

Feel free to refer this site to friends, family, or co-workers. As expansive as this website is, there is still no substitute for communicating by phone or in person.
If you have any questions, please call us at (817) 503-1997 or e-mail us at contact@wakeleyfinancial.com. We will be happy to help. We look forward to talking with you.

*These services are offered by Mark Wakeley through Cerity Partners LLC, a SEC Registered Investment Advisor

Newsletters

Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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More Newsletters

Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Disability Income Insurance

How much Disability Income Insurance do you need?

Lease Payment

How much would your monthly lease payment be?

More Calculators