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Ronald Blau 

5350 E. Deer Drive #3439
Phoenix, AZ 85054

Phone:

602 319-8021

Fax:

480 452-1332

E-mail:

Rblau@capitalsynergypartners.com

Offering unique solutions to solve Risk Management, Wealth Preservation, Wealth Transfer, along with keeping you in your present Lifestyle during Retirement

Smiling man with gray hair and beard in a black shirt

Blau Financial Services (dba Blau Insurance Services in CA) offers a full array of services including Life, Health, Long Term Care and Disability Insurance along with financial services such as Retirement Planning. We have been providing these services for over 14 years.

As a Registered Representative and Investment Advisor Representative of Capital Synergy Partners., Ronald offers various investment and retirement products as well as fee-based financial planning services.*

*Registered Representative of and Securities products offered though Capital Synergy Partners, Member FINRA/SIPC 18551 Von Karman Ave.#160. Irvine, CA 92612. 888/277-1974. Blau Financial Services and Capital Synergy Partners are Unaffiliated Entities.

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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Videos

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Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Savings Accumulation

Estimate the future value of your current savings.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck