At Blattel & Associates, one of the services we provide is highly personal fee-only financial planning services. Using our personalized planning process, we build your financial plan around your vision and your goals to create customized solutions that help grow your money wisely and effectively. Our holistic financial plans contain customized strategies that encompass every aspect of your financial life, including financial and investment objectives, personal risk tolerances, and your own personality, preferences, and life goals.
Our highly experienced and professional team builds your plan to include objective, unbiased recommendations and guidance based on your financial needs, as well as legislation, tax rules, and economic and market shifts that may impact your short- and long-term financial success.
Our financial planning services include:
- Cash-flow analysis
- Coordination of wills, trusts, and deeds
- College funding
- Employee benefits (AT&T, Boeing, MasterCard, Monsanto, and others)
- Estate planning assistance
- Insurance/risk management
- Investment management
- Retirement planning
- Stock options