Services

At Blattel & Associates, our services are rooted in a 360-degree, holistic approach that incorporates all aspects of your personal and financial life into the planning process. Effective planning requires so much more than crunching numbers. Instead, we look at the many factors that impact your financial success—investments, risks, insurance, taxes, retirement, cash management, lifetime giving, and estate planning.

 

Our approach to investing is aligned with our midwestern conservatism. We choose who we believe to be excellent managers, and we are highly selective in our investment recommendations. We focus on tax efficiency, lower-risk growth, and the protection of effective risk management.

 

By taking an overarching view of your financial “big picture” from the very beginning of our work together, we strive to create a comprehensive financial program that integrates all areas of your life and helps you live a financially comfortable lifestyle—today and throughout your retirement years.

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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