Retirement Planning

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

 

The articles and opinions on this site are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you consult your advisor with regard to your individual situation.
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Robert Blattel is a CERTIFIED FINANCIAL PLANNERTM practitioner. The partners of Blattel & Associates are not registered in all states. Please contact us to verify availability in your state. This is not an offer to buy or sell any security.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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