Retirement planning is an essential part of your overall financial plan and is vital to helping ensure your long-term financial security and peace of mind. Whether you are 35 or 75, the decisions you make today have the power to influence your lifestyle in the future. At Blattel & Associates, we work with you to define strategies and solutions in ways we believe will help increase and protect your wealth—while simultaneously minimizing taxes and maximizing your savings. Ultimately, our goal is to design a plan to help you make wise decisions and ensure a financially secure retirement and a lasting legacy of financial security for your loved ones.
Our retirement planning services include:
- Investment management
- Long-term tax planning
- Analysis and recommendations for your qualified plans, including IRA and 401(k) plans
- Retirement portfolio allocation
- Retirement cash-flow planning
- Retirement income distribution planning