Financial Planning

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

 

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.
All summaries/prices/quotes/statistics presented here have been obtained from sources we believe to be reliable, but we cannot guarantee its accuracy or completeness. Past performance is no guarantee of future results.
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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.
Securities and Investment Advisory Services offered through Cutter & Company Brokerage, Inc., 15415 Clayton Road, Ballwin, Missouri 63011 * (636) 537-8770. Member FINRA/SIPC.
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