As you get closer to retirement, you may start to wonder what you should be doing with the assets you’ve saved up. You’ve probably accumulated a significant sum for retirement, but how do you put that sum [...]
Toss aside those crusty old finance books (though some are tried and true and worth the read!). Let’s check out some newer books to add to your TBR list! Planet Money: A Guide to the Economic Forces [...]
Market volatility is a natural part of the financial ecosystem, but its impact varies depending on your specific stage of life. For members of Gen X who are currently in their peak earning years and steadily approaching [...]
Planning for retirement requires many considerations, but perhaps none is as subtle or pervasive as the influence of inflation. While market volatility often captures the headlines, the gradual rise in the cost of goods and services acts [...]
August marks National Investors Month, with August 14, 2026, being National Financial Awareness Day. This is an important time to review financial habits and look closely at long-term retirement plans. If you’re one of the millions of [...]
For many Americans approaching retirement, the focus is often on investment balances, Social Security timing, and creating reliable income streams. And those things are important! But there is a financial retirement risk that can often go underestimated [...]
For many Americans, the American Dream concludes with a paid-off home and a sense of financial independence. However, as retirees enter their golden years, a common financial paradox often emerges: being house-rich and cash-poor. While a primary [...]
For centuries, the concept of money was inextricably linked to something tangible. Whether it was silver coins in ancient Rome or the British pound sterling, the value of currency was anchored to the physical world. Perhaps the [...]
Elder fraud is not new; however, its scale and sophistication have increased significantly in recent years. Fraudsters are constantly developing new methods and mechanisms to exploit elders’ trust and vulnerability, resulting in devastating financial and emotional consequences. [...]
In the investment world, there are multiple vehicles available to help individuals work toward their retirement income goals. Two such instruments are annuities and index funds. While they both play a part in a balanced portfolio, they [...]
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Assistant
Savannah is a dedicated assistant at Trucess, integral to our commitment to exceptional financial coordination and client support. With a meticulous eye for detail and a proactive approach, Savannah ensures that Trucess operates smoothly, allowing us to deliver a high level of service to our clients. Her drive to continuously improve workflows and achieve team goals reflects her alignment with our core values of integrity, reliability, and excellence. Bringing a strong administrative background and a genuine passion for helping others, Savannah is a valued asset to our team. Outside the office, she extends her enthusiasm for organization and positivity to all aspects of her life, embodying the principles that define Trucess.
Financial Planning Specialist
Cristy is a dedicated Financial Planning Specialist at Trucess, bringing precision and expertise to every client interaction. Skilled in gathering comprehensive client data and using advanced financial planning software, Cristy crafts customized, holistic financial plans tailored to each client’s unique goals. Working closely with founder Scott Blackley, she ensures that every recommendation is carefully aligned with Trucess’ commitment to clarity, integrity, and exceptional client service. Known for her attention to detail and commitment to client satisfaction, Cristy empowers clients to pursue their financial aspirations with confidence. Her role at Trucess perfectly aligns with her passion for organization and her dedication to helping others achieve peace of mind.
Office Manager
Kari serves as the office manager and founder’s assistant at Trucess, where she plays a vital role in overseeing our office operations and nurturing client relationships. Renowned for her attention to detail and organizational efficiency, Kari ensures that our daily activities run smoothly and that each client experiences the exceptional service Trucess is known for. Driven by a commitment to excellence, she focuses on streamlining processes and supporting the team’s objectives, embodying the Trucess values of reliability, integrity, and client dedication. With her extensive administrative background and passion for service, Kari is an indispensable part of the Trucess team. Beyond work, Kari brings her love for positivity and order into every facet of her life, making her a true reflection of our firm’s mission and values.
Founder
Scott Blackley stands at the forefront of Trucess, a leading-edge financial planning firm that defines excellence in the finance sector. As an Enrolled Agent, Scott brings a rare and powerful combination of tax expertise and financial acumen to the table, offering clients a level of insight and strategy that is unmatched.
Believing firmly that true financial success stems from aligning one’s financial strategies with their deepest values and aspirations, Scott is committed to transforming how individuals engage with their finances. This commitment goes beyond mere wealth accumulation; it’s about creating a life of meaning, purpose, and achievement through informed financial decisions. Scott and the team excel in delivering unparalleled service in four critical areas:
Scott is dedicated to a select circle of affluent families, each sharing distinct characteristics yet bound by common financial aspirations and challenges. By orchestrating all facets of their financial lives, Scott ensures that every strategy and decision not only serves immediate needs but also crafts a lasting legacy and impact.
In an industry where excellence is often proclaimed but seldom achieved, Scott Blackley remains unwavering in the quest to set the benchmark for others. At Trucess, it’s not just about financial planning; it’s about embarking on a journey towards a more purposeful and rewarding life, guided by the best in the business.
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