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14090 Southwest Fwy
Suite 300
Sugar Land, TX 77478-3679

Blatzer Wealth Management

(281) 340-8513

 
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Financial Advice for a Confident Future



Anyone can give you a financial plan; not everyone can define the risk you are taking to pursue your financial goals. Blatzer Wealth Management can help you define your goals and select the appropriate strategies to work towards them, while maintaining a level of risk that you understand and are comfortable with.

Specializing in risk management investment advice using technical analysis for over a decade in the financial industry, Mike Blatzer utilizes 29 years of experience in applying proven risk management strategies for his clients.

From investment advice to retirement planning, Blatzer Wealth Management will help you create a comprehensive plan for your financial future.

Helpful Content

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

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Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

 

Life and Death of a Twenty Dollar Bill

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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

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Four Reasons Millennials Need an Estate Strategy

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Disability Income

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Use this calculator to compare the future value of investments with different tax consequences.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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There are some smart strategies that may help you pursue your investment objectives

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

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