Blatt Financial Group

Blatt Financial Group's mission is to help clients who are at or near retirement make informed financial decisions. Our primary focus is in retirement income strategies, wealth accumulation, asset protection, tax minimization strategies, long-term care, IRA and 401(k) rollovers**, trusts*, probate*, charitable giving*, estate planning*, tax planning* and IRA legacy planning*. Blatt Financial Group is a Financial Planning firm affiliated with Blatt Legal, PLC, an Estate Planning Law firm. Blatt Financial Group provides wealth management services as well as comprehensive retirement and estate planning to individuals and families throughout Palm Beach County and surrounding areas. Founded in 2002 by Peter Blatt, Blatt Financial Group is conveniently located in Palm Beach Gardens, Florida. Our Services To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services review all available opportunities to help you meet financial goals. We analyze your financial needs and provide you with enough information to make an informed decision about your financial future. We work in concert with tax professionals or attorneys, including our affiliate, Blatt Legal, PLC, to advise you on specific aspects of your financial strategy. At Blatt Financial Group, we offer you the following services: Retirement Income Strategies Wealth Accumulation Asset Protection Life Insurance Tax Minimization Strategies Long-Term Care IRA & 401(k) Rollovers What Blatt Financial Group provides to clients: Thought For The Week (emailed every Friday) Quarterly Newsletter Monthly Client Educational Series Quarterly Reviews Invitations to exclusive Client Events Annual State of the Economy Address Special Video Reports from Peter as needed due to changes in the economy In addition, we can refer you to our affiliate, Blatt Legal, PLC, who provides the following services: Trusts Probate Charitable Giving Estate Planning Tax Planning IRA Legacy Planning

Address: 3399 PGA Boulevard #320 Palm Beach Gardens, FL 33410 USA

Phone: +1 561 625 0900
FAX: +1 561 625 0940